relationship management

• RIAs Closed 13 M&A Deals in Q1: Schwab Advisor Services

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  The RIA sector notched its greatest number of M&A deals since Q1 2012, but overall deal size declined.

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  New Hire Roundup: Focus Financial Adds Five

  By Marlene Y. Satter, AdvisorOne  |  April 10, 2013

  This week in new hires, Focus Financial announced five new hires, JHS Capital welcomed Mark Palsson, and Eric Falkeis became president and COO of Direxion.

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  Going Indie? Afraid of Losing Clients? Don’t Be

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Despite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.

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  New Hire Roundup: National Advisors Trust Names New CEO

  By Marlene Y. Satter, AdvisorOne  |  April 4, 2013

  This week in new hires, James Combs was named CEO of National Advisors Trust Co., and FSI elected two new board members.

• Sidebar: Top Tactics for Getting Clients

  By Ellen Uzelac  |  April 1, 2013

  When Merrill Lynch Wealth Management executives surveyed their top 250 acquiring financial advisors last year, the firm identified several key tactical client acquisition strategies responsible for the majority of new business results.

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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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  Want to Hire Young Advisors? Let Them Work With People

  By Danielle Andrus, AdvisorOne  |  March 15, 2013

  The No. 1 role students want in a financial services firm is relationship management, a survey by Schwab Advisor Services found.

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  New Hire Roundup: Gail Cohen to Chair New York Bankers Association

  By Marlene Y. Satter, AdvisorOne  |  February 13, 2013

  This week in new hires, Porter Schutt and Bill Dugdale joined Brown Advisory, and Brian Major went to AlixPartners.

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  RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.

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  Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

  By James J. Green, AdvisorOne  |  October 22, 2012

  With a quarter to go, year-to-date RIA mergers and acquisitions nearly match the value of all deals recorded in 2011. But the actual number of deals this year is still lower.