relationship management

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  New Hire Roundup: New National Segment Leaders at Mercer Hammond

  By Marlene Y. Satter, AdvisorOne  |  October 10, 2012

  This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  TDAI Names Dario Managing Director of Product Management

  By John Sullivan, AdvisorOne  |  September 4, 2012

  In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.

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  Boomers Show Employers What They’re Worth

  By Danielle Andrus, AdvisorOne  |  August 23, 2012

  Almost half of U.S. employers say they’re looking forward to their boomer workers’ extended careers as older employees continue working past age 65, a report released Tuesday by BMO Retirement Services found.

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  New Clients Drove Record Revenues in 2011: Schwab RIA Benchmark Study

  By Joyce Hanson, AdvisorOne  |  July 17, 2012

  Profits grew 14% at the median firm in 2011, mostly driven by revenue growth, while principal income was also up 5% at $341,000, according to the Charles Schwab 2012 RIA study.

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  New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board

  By Marlene Y. Satter, AdvisorOne  |  June 27, 2012

  This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.

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  Focus Financial’s Colony Group to Merge With Mintz Levin

  By Danielle Andrus, AdvisorOne  |  June 1, 2012

  Focus Financial Partners announced that partner firm The Colony Group will merge with Mintz Levin Financial Advisors under the Colony name.

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  New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2012

  This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.

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  New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

  By Marlene Y. Satter, AdvisorOne  |  April 11, 2012

  This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.