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By John Sullivan, AdvisorOne |
April 9, 2013
Parker will be based in San Diego and report to Robert Moore, the firm’s president of advisor and institution solutions.
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By Janet Levaux, AdvisorOne |
April 1, 2013
LPL, Morgan Stanley and Raymond James all announced big moves recently.
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By James J. Green, AdvisorOne |
March 28, 2013
The independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
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By Janet Levaux, AdvisorOne |
March 1, 2013
After 20 years, the executive leaves the IBD’s sales efforts in the hands of the Advisor & Institution Solutions president.
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By Joyce Hanson, AdvisorOne |
February 8, 2013
From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.
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By Joyce Hanson, AdvisorOne |
February 1, 2013
While LPL, which reported earnings Wednesday, may lay off workers in some areas, its tech and research units are hiring as the IBD seeks selective growth.
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By Janet Levaux, AdvisorOne |
December 20, 2012
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By Janet Levaux, AdvisorOne |
November 12, 2012
Winnie Sun and Sun Group support 1,000 visits to unique SoCal museum on behalf of her team and clients.
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By Marlene Y. Satter, AdvisorOne |
September 20, 2012
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.
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By Joyce Hanson, AdvisorOne |
July 31, 2012
In a repeat from last quarter, LPL Financial reported that quarterly profits were down although revenues were up.