technology challenges

• BDs Share Latest FA

  By Janet Levaux  |  April 29, 2013

  In early April, Baird said it recruited a team of seven employee advisors with about $770 million in client assets from Wells Fargo in Houston, while Royal Alliance announced that it added two independent teams in Chicago and Salt Lake City with combined assets of more than $400 million and...

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  By Janet Levaux, AdvisorOne  |  April 8, 2013

  In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.

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  Impressions From T3 Conference: The Future Is Bright, Part 2

  By Michael E. Kitces  |  February 25, 2013

  Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

• Q2 ’12 Wealth Profits Top Year-Ago Results

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  Bank of America-Merrill Lynch reported profits of $2.5 billion for second-quarter 2012, or 19 cents a share, beating analysts’ estimates of 14 cents.

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  Morgan Stanley Loses Manager, Reps to Janney and Wells Fargo

  By Janet Levaux, AdvisorOne  |  August 20, 2012

  As Morgan Stanley continues to cut costs and find other ways to boost results, its rivals are picking up departing branch managers and advisors.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 10, Crowdsourcing

  By Spenser Segal, ActiFi  |  August 14, 2012

  Tough to find the right or inexpensive resource or person for a specific task? Consider outsourcing to the crowd

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  Morgan Stanley to Cut Deeper, Experts Say

  By Janet Levaux, AdvisorOne  |  August 8, 2012

  The firm is under pressure to improve results and is trying to boost its ownership in the Morgan Stanley Smith Barney venture with Citigroup.