Raymond James Financial Services

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  How John Bogle Really Sees ETFs

  By Jane Wollman Rusoff  |  September 25, 2012

  The investment visionary, long a skeptic of exchange-traded funds, gives his candid assessment of the fast-growing field.

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  LPL Team Jumps to Raymond James, Buys a Practice

  By Janet Levaux, AdvisorOne  |  September 17, 2012

  The merged practice, based in Tennessee, should have about $150 million in assets under management.

• One Group’s Story

  By Ed McCarthy, CFP  |  August 23, 2012

  Moving from the brokerage world to independent status is a major decision that shouldn’t be rushed.

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  Industry Leaders on Practice Management: Differentiation and Coaching

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.

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  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

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  Beyond the Buzzwords

  By John Sullivan, Investment Advisor  |  July 24, 2012

  “You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.

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  New Hire Roundup: Feldman Named Gold Bullion CEO

  By Marlene Y. Satter, AdvisorOne  |  July 18, 2012

  This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.

• Averitt Retires as CEO at RJFS Conference

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.

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  Top 10 Indie BDs With Best-Producing Advisors

  By John Sullivan and Liana Roberts, AdvisorOne  |  June 22, 2012

  Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by the annual gross production of their advisors.

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  Top 10 Independent BDs by Annual Revenue

  By John Sullivan and Liana Roberts, AdvisorOne  |  June 20, 2012

  Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by annual revenue.