wealth management

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  9 Myths of Breakaway Brokers Becoming RIAs

  By Joyce Hanson, AdvisorOne  |  May 20, 2013

  TDAI's new report, "The Myths and Realities of Becoming an RIA: Know the Facts Before Making a Move," debunks common myths about going independent.

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  China Exploding With New HNWs

  By Michael S. Fischer  |  May 7, 2013

  The number of Chinese high-net-worth individuals doubled from 2008 to 2012 and will increase by 20% this year, according to a report by Bain & Co. and China Merchants Bank.

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  John Taft: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 2, 2013

  For John Taft, head of wealth management at RBC Wealth Management, managing clients’ wealth is part of a higher calling.

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  New Hire Roundup: Westport Resources Promotes DeLaura

  By Marlene Y. Satter, AdvisorOne  |  May 1, 2013

  This week in new hires, Westport Resources promoted Christopher DeLaura and added Ashley Schexnaildre, and Susan Axelrod was promoted and Jonathan Sokobin was added by FINRA.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  IBD First Allied Taps TDAI’s Whitworth as Strategist for Business Consulting

  By Joyce Hanson, AdvisorOne  |  April 24, 2013

  The IBD First Allied Securities has hired Richard Whitworth of TDAI's practice management unit to be managing director of its Business Consulting Group.

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  BofA Earnings Fall Short Despite Boost in Merrill Results

  By Janet Levaux, AdvisorOne  |  April 17, 2013

  Client asset flows jump nicely for advisors in the first quarter, though their headcount declines.

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  CIBC Buys Atlantic Trust Private Wealth Management

  By Michael S. Fischer  |  April 15, 2013

  CIBC said it would acquire Atlantic Trust for $210 million in an all-cash deal.

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  5 IBDs That Changed the Game

  By Jonathan Henschen  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.

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  New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions

  By Marlene Y. Satter, AdvisorOne  |  March 20, 2013

  Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.