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By Janet Levaux, AdvisorOne |
November 21, 2012
Fees and commissions drop slightly in October from the prior month, but rise year over year thanks to the Morgan Keegan deal and other factors
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By James J. G |
May 29, 2012
The head of Raymond James’ Private Client Group worries that the ’40 Act “doesn’t work” when it comes to non-discretionary accounts, so need exists to write new fiduciary rules.
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By Janet Levaux, AdvisorOne |
May 24, 2012
The combined advisor force generated more than $250 million in total fees and commissions with Morgan Keegan FAs adding nearly 25% boost.
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By Marlene Y. Satter, AdvisorOne |
April 26, 2012
This week in new hires, Christine Gaze joined TD Ameritrade Institutional, Robert Bernstein went to Windham Capital and Raymond James confirmed the appointment of John Carson as president of its board.
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By Janet Levaux, AdvisorOne |
April 25, 2012
Revenues rise 3% for the full company and 2% for the private-client operations, which now include about 5,400 advisors worldwide.
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By Janet Levaux, AdvisorOne |
March 13, 2012
Advisors have already made 72 of these new loans as an alternative source of liquidity in recent weeks, the company says.
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By Janet Levaux, AdvisorOne |
February 23, 2012
Assets administered by advisors and managed by the firm, though, were up both year over year and sequentially.
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By Janet Levaux, AdvisorOne |
January 25, 2012
Private-client revenue grows 2% to $528.6 million as the number of financial advisors rises slightly.
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By Janet Levaux, AdvisorOne |
December 23, 2011
But assets under administration at the St. Petersburg, Fla.-based company dropped 1% from October.
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By Janet Levaux, AdvisorOne |
July 27, 2011
The private-client group now has about 5,100 advisors and $278 billion in assets worldwide.