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By Danielle Andrus, AdvisorOne |
May 22, 2012
BrightScope and The Spaulding Group released on Tuesday a white paper calling for an industry consensus on performance standards for financial advisors.
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By Joyce Hanson, AdvisorOne |
May 15, 2012
Investment Advisor magazine’s IA 25 honoree, HighTower Advisors CEO Elliot Weissbluth, celebrated his selection on CNBC’s “Squawk on the Street” program.
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By John Sullivan, Advisorone |
March 22, 2012
A Nomura Holdings analyst wrote in a letter to clients on March 22 that Citigroup executives indicated willingness to sell more than the scheduled 14% stake in Morgan Stanley Smith Barney if Morgan Stanley is interested.
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By Editorial Staff |
February 24, 2012
The cover story of the March issue of Research magazine, "Breaking Ranks," focuses on Joshua Brown, iconoclastic advisor and author of the blog The Reformed Broker. Also featured in the issue is an article delving into what has become a pressing question for the industry: "Where Are the New Advisors?"...
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By Jane Wollman Rusoff |
February 24, 2012
Do you like grilled octopus? You’d love my octopus!
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By Janet Levaux, AdvisorOne |
February 6, 2012
The recruited reps come from Bank of America and Morgan Stanley with about $3 billion in assets and $18 million in production.
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By Marlene Y. Satter, AdvisorOne |
January 19, 2012
This week in new hires, Jane A. Norberg joined the SEC as deputy chief of the Whistleblower Office; Gregory J. Fleming was elected to FINRA's board of directors; Mike Anderson went to Securities America; and Dan Dorfman joined Trim Tabs Money Blog as a columnist.
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By Marlene Y. Satter, AdvisorOne |
December 27, 2011
The S&P 500 has gained 0.6% for the year as 2011 winds down. A 3.7% increase last week helped that rate of change, the smallest for the index since 1970–thanks to stock swings that reached twice the five-decade average.
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By Bob Seawright, Madison Avenue Securities |
November 23, 2011
Few products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...
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By Joyce Hanson, AdvisorOne |
November 11, 2011
'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'
