Wealth Management Solutions

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  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

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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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  Sensible Maverick

  By Jane Wollman Rusoff  |  December 20, 2012

  Turning life’s lemons into lemonade is a neat feat.

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  Prudential Team With $450M Moves to LPL

  By Janet Levaux, AdvisorOne  |  October 17, 2012

  The group brings with it six advisors and plans to hire another 15 in the near future.

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  Raymond James Women Welcome Morgan Keegan, Other Advisors

  By Joyce Hanson, AdvisorOne  |  October 10, 2012

  RJ's 18th annual Women’s Symposium kickoff made it clear to women advisors from the newly acquired Morgan Keegan that they are a welcome addition.

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  The Top Wealth Managers 2012 Profiles: No. 4—Circle Wealth Management LLC

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

  At No. 4 on the list of Top Wealth Managers: Circle Wealth Management, a group that searched for a new model, then created it.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  TDAI Names Dario Managing Director of Product Management

  By John Sullivan, AdvisorOne  |  September 4, 2012

  In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.

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  Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for Reps

  By Janet Levaux, AdvisorOne  |  August 24, 2012

  The new programs focus on daily trading operations as well as financial planning, the firms say.

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  New Hire Roundup: Rogers, Wolf Move Up at Gemini

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.