Southern California

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  Why Entrepreneurs Love Dallas and Hate L.A.

  By Gil Weinreich, AdvisorOne  |  May 8, 2012

  A survey conducted by Thumbtack, a website that helps consumers get bids from local handymen, yoga instructors and even financial advisors, provides data from local entrepreneurs themselves.

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  Join the Conversation During Heritage Planning Month

  By Cameron Thornton, The GenUS Collaborative  |  May 1, 2012

  During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.

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  The Race for ROI: Now Is the Time to Invest in Technology

  By Timothy Welsh  |  April 24, 2012

  For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.

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  Barclays Adds 2 Ex-Morgan Stanley Advisors in LA

  By Janet Levaux, AdvisorOne  |  April 4, 2012

  The boutique firm has added eight advisors to the branch—with $2.7 million in assets and about $32 million in trailing-12-month production—in the last six months.

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  Discipline, Balance and an Increasing Dividend: Keys to a Retail REIT’s Success

  By Danielle Andrus, AdvisorOne  |  March 2, 2012

  Discipline and balance: These are the key principles behind the strategy at Federal Realty Investment Trust, a REIT that specializes in high-quality retail properties.

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  BofA to Add 160 Merrill Edge Advisors in Southwest

  By Janet Levaux, AdvisorOne  |  December 12, 2011

  Bank of America said Monday that it planned to add 160 Merrill Edge Financial Solutions Advisors in the Southwest by the end of March 2012 and named several managers to help it grow the business in this market.

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  Top 10 Favorite Athlete-Philanthropists

  By Dan Berman  |  December 1, 2011

  Some might say sports stars make too much money, but many of them do what they can to help others in need.

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  Top Portfolio Products: MassMutual Selected for Taft-Hartley Plan

  By Marlene Y. Satter  |  November 27, 2011

  Fidelity, Verizon team on app; VA benefits on the rise

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  2011 Advisor Hall of Fame

  By Ellen Uzelac  |  November 23, 2011

  Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

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  New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI

  By Marlene Y. Satter  |  November 2, 2011

  This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.