product management

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  Pershing to Launch NetX360 Mobile Update at Insite

  By Joyce Hanson, AdvisorOne  |  May 15, 2013

  Pershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors can’t match.

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  8 Practice Areas Where Advisors Can Save Big With Tech

  By John Sullivan, AdvisorOne  |  May 9, 2013

  Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.

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  MSRB (Still) Awaits SEC Muni Advisor Rule; Plans EMMA 2.0

  By Melanie Waddell, AdvisorOne  |  May 8, 2013

  Three years after passage of the Dodd-Frank Act, the Municipal Securities Rulemaking Board is still waiting for the SEC to issue its rule defining who is a municipal advisor.

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  New Hire Roundup: Westport Resources Promotes DeLaura

  By Marlene Y. Satter, AdvisorOne  |  May 1, 2013

  This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.

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  New Hire Roundup: Christian Brothers Appoints Four

  By Marlene Y. Satter, AdvisorOne  |  March 27, 2013

  This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.

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  RIAs Overwhelmingly Optimistic for 2013 Growth

  By John Sullivan, AdvisorOne  |  March 11, 2013

  Forget the Dow. The greatest measure of growth might come from advisors themselves.

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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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  New Hire Roundup: Layton to Run Neuberger Berman Wealth Group; New SIFMA Board Member

  By Marlene Y. Satter, AdvisorOne  |  December 6, 2012

  This week in new hires, Neuberger Berman announced that Brian Layton would head its Boston wealth management group; Paul Gamble was promoted at Financial Engines; and SIFMA announced that Kim Tillotson Fleming was named to its board.

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  Guaranteed Income Will Lead Annuity Industry in 2013

  By Danielle Andrus, AdvisorOne  |  November 27, 2012

  One of the defining trends for the annuity market in 2012 will continue in 2013: guaranteed income.

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  New Hire Roundup: Mozzocci Goes to Cantor Fitzgerald

  By Marlene Y. Satter, AdvisorOne  |  October 24, 2012

  This week in new hires, Cantor Fitzgerald Investment Advisors welcomed Theresa Mozzocci, and BondDesk announced that Howard Edelstein would add the role of CEO to his position as chairman.