owned subsidiary

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  Top Portfolio Products: Salient Launches Pure Trend Fund

  By Marlene Y. Satter, AdvisorOne  |  March 15, 2013

  Other new products introduced over the last week include a new ETF from Global X and Total Income+ Real Estate Fund from Bluerock.

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  Top Portfolio Products: Schwab Debuts Zero-Commission ETF Platform

  By Marlene Y. Satter, AdvisorOne  |  February 8, 2013

  In other portfolio news, LPL's Fortigent and Central Park Group join forces to offer more access to hedge funds, private equity, real estate and funds of funds.

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  Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data

  By Marlene Y. Satter, AdvisorOne  |  January 18, 2013

  Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.

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  New Hire Roundup: LPL Financial Welcomes Lochan

  By Marlene Y. Satter, AdvisorOne  |  January 9, 2013

  This week in new hires, Brendt Stallings and Husam Nazer joined DoubleLine, the MSRB board announced that it is looking for a few good applicants, and Citi named two new co-presidents.

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  Top Portfolio Products: New Emerging Markets Equity Fund From Calvert

  By Marlene Y. Satter, AdvisorOne  |  November 12, 2012

  Aberdeen launches emerging markets debt fund, as Schwab rolls out mobile offering.

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  Why I’m Happy With My Custodian

  By Mike Patton  |  October 15, 2012

  My positive experiences with TradePMR may give you ideas on what you should look for in a custodian.

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  Top Portfolio Products: LPL Adds New Offerings to Wealth Platform

  By Marlene Y. Satter, AdvisorOne  |  October 1, 2012

  MFS rolls out equity income fund and more product-related developments.

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  SEC, FINRA, DOL Enforcement Roundup: 8 Charged for Insider Trading on Pharma Deal

  By Marlene Y. Satter, AdvisorOne  |  August 30, 2012

  Among the recent actions taken by the regulators were a settlement of $1.27 million to be paid by an advisory firm to 13 pension plans and charges in an insider trading ring.

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  New Hire Roundup: Tiger 21 Names Garella San Francisco Chairwoman

  By Marlene Y. Satter, AdvisorOne  |  August 8, 2012

  This week in new hires, Tiger 21 named Julie Garella chairwoman of its San Francisco group, Eagle Asset Management brought in four new portfolio managers in Vermont, and Steven Young went to Citi Private Bank.

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  LPL Unit Buys Veritat, Aims to Bring Financial Planning to Masses

  By Gil Weinreich, AdvisorOne  |  July 10, 2012

  In a rare combination of brains and brawn, LPL’s NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.