technology strategy

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  DoubleLine’s New Equity Fund Managers Grab ‘Opportunity of a Career’

  By Joyce Hanson, AdvisorOne  |  April 19, 2013

  Now that DoubleLine is three years old, the Los Angeles-based fund firm has the stability and financial resources to take on a new challenge.

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  Spend Wisely on Technology

  By Dan Skiles  |  April 1, 2013

  Let’s get right to the bottom line: Technology costs money.

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  Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends

  By Janet Levaux, AdvisorOne  |  February 28, 2013

  Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.

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  Chip Roame: The 2012 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  April 27, 2012

  “It’s like drinking from a fire hose.”

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  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

  By Marlene Y. Satter, AdvisorOne  |  February 2, 2012

  This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.

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  Let Go to Grow

  By Angie Herbers  |  November 1, 2011

  The trick to creating a successful independent advisory firm is exactly the opposite of what is taught by business schools and business gurus.

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  New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate

  By Marlene Y. Satter, AdvisorOne  |  October 6, 2011

  This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.