wealth management services

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  New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2012

  This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.

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  New Hire Roundup: Atlanta Capital Group Adds Two

  By Marlene Y. Satter  |  May 9, 2012

  This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.

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  Morgan Stanley’s Larry King Joins Dynasty in Indie Partnership

  By Joyce Hanson, AdvisorOne  |  February 6, 2012

  In more news of Dynasty's growing network of indie RIAs, noted wealth manager Larry King said he is leaving Morgan Stanley Smith Barney to go independent on the Dynasty platform.

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  Alexandra and Jim Lebenthal Sign On With Dynasty Open-Architecture Platform

  By Joyce Hanson, AdvisorOne  |  January 19, 2012

  The storied Wall Street name of Lebenthal has signed on with Dynasty Financial Partners’ open-architecture platform of wealth management services and technology.

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  Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth

  By James J. Green, AdvisorOne  |  October 10, 2011

  Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.

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  Focus Financial Takes Stake in $1.3B RIA Firm Colony Group

  By James J. Green, AdvisorOne  |  September 20, 2011

  Boston-based RIA investment marks fourth transaction this year for rollup firm, raises total AUM to $45B.

• Ladenburg Thalmann Acquires Wealth Manager Premier Trust

  By Michael S. Fischer  |  September 3, 2010

  Ladenburg Thalmann Financial Services Inc. has completed its acquisition of Premier Trust Inc., the Ladenburg Thalmann said in a statement on Thursday, September 2.

• Not Cutting Back: J.P. Morgan Private Wealth Management CEO Joe Kenney

  By Jane Wollman Rusoff  |  July 1, 2009

  No doubt Joe Kenney, intent since boyhood on creating a career in financial services, aimed at one day becoming a CEO. Chances are, however, he...

• An Advisor's Advisor

  By Staff Writer  |  February 1, 2008

  Ask not what your clients can do for you -- ask what you can do for your clients. That variation on a John F. Kennedy theme...

• The Expat Client

  By Vanessa Drucker  |  December 1, 2007

  Senior U.S. executives and professionals are emigrating in waves. Foreign assignments are now regarded as plum positions, often critical to career advancement, and London has...