Stacey Haefele

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  New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs

  By Marlene Y. Satter, AdvisorOne  |  January 16, 2013

  This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.

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  New Hire Roundup: McCarthy Elected IPA Board Chairman

  By Marlene Y. Satter, AdvisorOne  |  November 29, 2012

  This week in new hires, Frank McCarthy was elected chairman and five new members were added to the board of directors at IPA; the DiCiaccio and LaMothe-Gonzalez Groups joined Snowden Capital Advisors; more.

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  Mass Affluent Consumer Is the ‘New Black’

  By Joyce Hanson, AdvisorOne  |  September 19, 2012

  Just as fashionistas once declared that pink was the new black, mass affluent consumers are on the verge of overtaking HNW clients as a desirable customer base for retail banks, says HNW Inc.

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  New Hire Roundup: Orizon Joins Mariner

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

  This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.

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  FINRA Releases Social Media, Smartphone Regs

  By Joyce Hanson, AdvisorOne  |  August 19, 2011

  FINRA has provided guidance to brokerage firms about social media and the use of personal devices for business communications, and the news has the finance world buzzing about how FINRA’s new rules will affect the brokerage industry.

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  Advisors & Social Media: Don't Act Like Ashton Kutcher, Expert Says

  By Janet Levaux, AdvisorOne  |  May 31, 2011

  As Morgan Stanley and the other wirehouses enact social-media policies, the firms and their advisors need to remain conservative

• Independent Advisors Optimistic, Despite Barriers to Success

  By Danielle Andrus, AdvisorOne  |  October 26, 2010

  A survey released Tuesday by HNW Inc. found advisors overwhelmingly feel regulations are a barrier to their personal success.