wealth management services

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  National Financial Partners Acquired by Madison Dearborn

  By Elizabeth D. Festa and Arthur D. Postal  |  May 1, 2013

  The private equity investment firm Madison Dearborn will pay $1.3 billion for NFP's stock, representing a 26% premium for NFP's shareholders.

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  LPL Trust Unit Aims to Boost Sales, Hires

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  The Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.

• Wirehouses, Others Actively Attract Reps

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  In the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.

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  Top Portfolio Products: Franklin Templeton Adds Portfolio Tool

  By Marlene Y. Satter, AdvisorOne  |  November 21, 2012

  Private Client Resources and the Argus Research Group form a strategic partnership

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  LPL Adds $8.2 Billion Credit Union to Platform

  By Janet Levaux, AdvisorOne  |  November 19, 2012

  LPL, the independent broker-dealer, says it now has over 685 banks and credit unions as clients.

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  LPL Nabs $1 Billion Group of 50 Reps

  By Janet Levaux, AdvisorOne  |  November 13, 2012

  Level Four Group, which includes both advisors and CPAs, was formerly affiliated with Lincoln Financial.

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  New Threshold Wealth Management Focuses on Mid-Range Wealthy

  By Michael S. Fischer  |  October 8, 2012

  Just below the level of wealthy multigenerational families are private individuals and families who require personalized investment advice and financial planning, but without the panoply of other family office services.

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  Action Plan: Strategic Planning With Schwab Advisor Services

  By James J. Green, AdvisorOne  |  September 25, 2012

  On a hot, sticky August afternoon in northern Virginia, three Washington-area advisors created their own cool heat inside as they discussed what they learned about themselves and their firms from participating in Schwab Advisor Services’ “Insights to Action” program.

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  Wealthy Investors Prefer Boutiques Over Larger Wall Street Firms: Study

  By Michael S. Fischer  |  September 20, 2012

  High-net-worth investors favor boutique wealth management firms over Wall Street behemoths based on quality, exclusivity, social status and ability to deliver special client experiences, according to a study.

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  BNP Paribas to Boost Wealth Management in U.S.

  By Marlene Y. Satter, AdvisorOne  |  September 12, 2012

  The bank’s plans in the U.S. are part of a broader strategy to expand in smaller markets like Turkey, Poland and Morocco.