technology offerings

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  Genworth Sells Wealth Management Unit for $412.5M

  By James J. Green, AdvisorOne  |  March 28, 2013

  Private equity firms Aquiline and Genstar to acquire GFWM and alternatives firm Altegris; management team, including CEO Gurinder Ahluwalia, to stay in place

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  TD Ameritrade Unveils 3 Critical Advisor Initiatives as National Shindig Begins

  By James J. Green, AdvisorOne  |  January 31, 2013

  The plans cover three critical areas of interest for advisors: the search for the next generation of advisors; advocacy in Washington for a fiduciary standard, and enhancing TDAI's technology offerings to provide more efficiency to RIAs.

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  Commonwealth Grabs $300M Team From First Allied

  By Janet Levaux, AdvisorOne  |  October 9, 2012

  The new group is based in Minnesota and includes four financial advisors.

• Averitt Retires as CEO at RJFS Conference

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.

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  Pursuing Practice Excellence: The Industry Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  June 26, 2012

  In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.

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  Advisors Deliver Two-Thirds of Raymond James Revenue, Says CEO Reilly

  By James J. Green, AdvisorOne  |  May 23, 2012

  Bidding to be the ‘premier alternative to Wall Street,’ Raymond James focuses on service and technology and is seeing particular recruiting success in its employee BD unit.