Thomson Financial

• 

  New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient

  By Marlene Y. Satter, AdvisorOne  |  February 22, 2012

  This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.

• 

  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

• 

  Wells Fargo’s New HNW Brand Could Make Sense, Expert Says

  By Janet Levaux, AdvisorOne  |  November 10, 2011

  Consultant Chip Roame tells AdvisorOne he believes the bank-focused model could serve a limited number of wealthy individuals, families and businesses.

• LPL Financial Taps Feeney as CIO

  By Janet Levaux, AdvisorOne  |  April 1, 2008

  LPL Financial has named Chris Feeney as chief information officer. He reports to Esther Stearns, president and COO, and is responsible for overseeing the firm's...

• VC the Hard Way

  By James Picerno  |  November 1, 2006

  "I spend 90 percent of my time on 5 percent of my clients' portfolios," says Dale Stevens, president of Grasswood Partners Inc., a Malibu, Calif....

• Recent M&A Activity Bodes Well For Merger Funds

  By Staff Writer  |  November 22, 2004

  Nov. 19, 2004 -- Prospects for funds that focus on mergers look good right now, observers say, because after a dry spell during the last three years, announced corporate takeovers and buyouts have picked up in recent months. Through November 9th, 6,891 acquisitions valued at $609.3 billion had been announced,...

• More Buying and Selling Ahead

  By Staff Writer  |  January 14, 2004

  The stock market wasn't the only key financial measure that rebounded in 2003 after years of decline. For the first time since 2000, overall merger and acquisition (M&A) activity in the U.S. increased last year.

• Fixing the Flaws

  By Staff Writer  |  August 1, 2003

  Bill Jahnke says the system most advisors use for investing is broken. He is calling for a revolt to overthrow the regime of asset allocation...