Prudential

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  Low Interest Rates Wallop Retirees: EBRI

  By Melanie Waddell, AdvisorOne  |  May 13, 2013

  The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.

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  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

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  LinkedIn Courts Advisors as Social Media Use Grows

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.

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  Retirement Plan Consultants Offer Tips for Providers

  By Danielle Andrus, AdvisorOne  |  April 29, 2013

  A survey of retirement plan consultants by Oculus Partners identified some changes service providers need to make to their businesses in order to grow.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups

  By Janet Levaux, AdvisorOne  |  April 9, 2013

  The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.

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  Top Posts at Broker-Dealers See Big Changes

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  LPL, Morgan Stanley and Raymond James all announced big moves recently.

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  Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent

  By Joyce Hanson, AdvisorOne  |  March 12, 2013

  For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.

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  Raymond James Names Campagnoli Chief of IT

  By Janet Levaux, AdvisorOne  |  March 7, 2013

  The veteran tech expert will now lead tech operations across the financial-services firm.

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  New Hire Roundup: U.S. Bank Wealth Management Welcomes Mook

  By Marlene Y. Satter, AdvisorOne  |  March 6, 2013

  This week in new hires, David Mook joined U.S. Bank Wealth Management, and Sterne Agee welcomed Robert Mohs to its Chicago office.