Wealth Advisors

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  The Client Newsletter: Canned or Customized?

  By Gil Weinreich, AdvisorOne  |  March 5, 2013

  The client newsletter costs money and time to produce, but fail to put it out and you have dispensed with a valuable communication tool.

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  M&A Deals in Q3 Slowest for 2012: Pershing

  By Danielle Andrus, AdvisorOne  |  November 12, 2012

  Mergers and acquisitions slowed down in the third quarter after increasing since the last quarter of 2011, Pershing Advisor Solutions announced Nov. 9.

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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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  Mariner Wealth Advisors Announces Partnership With RiverPoint

  By Joyce Hanson, AdvisorOne  |  November 1, 2012

  Mariner CEO Marty Bicknell, who founded the wealth advisory in 2006, was previously a senior vice president of investments at A.G. Edwards & Sons.

• Recruiting Activity Gathering Steam As FAs Embrace Wide Range of Options

  By Janet Levaux, AdvisorOne  |  September 25, 2012

  Many brokers continued to move between the wirehouses in the late summer and early fall.

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  Secret to Building a Lasting Firm: It’s Not All About You

  By John Sullivan, AdvisorOne  |  September 13, 2012

  If you were to die one night, would you leave behind a firm you would want managing your family’s money?

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  4 Merrill Teams Go Indie With More Than $1B

  By Janet Levaux, AdvisorOne  |  September 4, 2012

  The breakaway brokers join HighTower and Dynasty Financial in the West.

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  New Hire Roundup: Orizon Joins Mariner

  By Marlene Y. Satter, AdvisorOne  |  July 11, 2012

  This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.

• Baird Growing Revenues at 12.5% Annual Clip

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Milwaukee-based Baird says it has recruited close to 250 advisors over the past two years or so, and its veteran reps have been boosting average fees and commissions by about 12.5% in 2010 and 2011, putting its year-over-year performance ahead of some larger rivals.

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  Baird Boosts Recruiting as Reps Boost Sales 12.5%

  By Janet Levaux, AdvisorOne  |  March 2, 2012

  Milwaukee-based Baird now includes about 700 financial advisors, says Matthew Curley, national sales director and COO of Baird’s private-wealth management operations.