Stratos Wealth Partners

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  The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  Go to any conference where registered investment advisors meet, and it’s clear from the buzz in the room that RIAs like to talk.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Advisors: Don’t Run Your Business Like an ATM

  By Gil Weinreich, AdvisorOne  |  November 12, 2012

  Most advisors fall into the “annuity trap” of treating their business primarily as a source of current income rather than building “real enterprise value,” the Alliance for RIAs advisor study group warns.

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  Top RIAs Identify 4 Most Critical Challenges for Advisors

  By Joyce Hanson, AdvisorOne  |  September 11, 2012

  If you, the advisor, are the core value of your business, it will be worth little when you try to sell. The Alliance for RIAs addresses this issue and three other areas of concern in maintaining value and relevance as an independent.

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  New Hire Roundup: Casares Joins Genworth; Stratos Adds Three

  By Marlene Y. Satter, AdvisorOne  |  June 13, 2012

  This week in new hires, Rico Casares joined Genworth Wealth Management, and Stratos Wealth Partners welcomed three advisors to two new offices.

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  Raymond James, LPL Add Morgan Stanley Advisors as MSSB Grabs Wells Team

  By Janet Levaux, AdvisorOne  |  June 13, 2012

  Two teams leave Morgan Stanley to go independent, while another chooses to keep its employee status.

• Broker Exits Spur Recruiting Shift

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  The movement of financial advisors out of the wirehouses has continued in early 2012, experts say, and should put Merrill Lynch and Morgan Stanley on notice.

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  Morgan Stanley Team Goes Hybrid via LPL

  By Janet Levaux, AdvisorOne  |  March 12, 2012

  The group, one of the largest teams in San Diego, left Morgan Stanley Smith Barney recently to set up an independent wealth-management firm, Ibis Capital. The firm plans to retain about 80 client relationships.