Wells Fargo

• FiNet Chief Outlines Growth Drivers

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  John Peluso, president of Wells Fargo Advisors Financial Network, says the independent channel of Wells Fargo had a very good 2011, and he expects the group to have an even better 2012.

• Major Firms See Assets, Fees Rise in Q1 ‘12 But Post Mixed Results for FA Headcounts

  By Janet Levaux, AdvisorOne  |  May 24, 2012

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  Advisors Deliver Two-Thirds of Raymond James Revenue, Says CEO Reilly

  By James J. Green, AdvisorOne  |  May 23, 2012

  Bidding to be the ‘premier alternative to Wall Street,’ Raymond James focuses on service and technology and is seeing particular recruiting success in its employee BD unit.

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  5 High-Profile Muni Bond Busts

  By John Sullivan, Advisorone  |  May 17, 2012

  Whitney was wrong, but high-profile defaults did occur, spooking markets and piquing analysts.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB Team

  By Janet Levaux, AdvisorOne  |  May 16, 2012

  Meanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.

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  5 Best & Worst Advisor Partner Firms: Q1 Earnings

  By Janet Levaux, AdvisorOne  |  May 16, 2012

  The wirehouses, top IBDs and associated players serving advisors had their earnings fall as much as 718% and improve up to 13% in Q1—AdvisorOne selected 10 to spotlight.

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  3 Ways to Combat Client Disengagement

  By John Sullivan, Advisorone  |  May 15, 2012

  Alicia Munnell recently argued asset allocation has a relatively minor role in retirement success. Tim Noonan isn’t buying it.

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  Wells Fargo’s FiNet Boosts Bonus to Spur Advisor Growth

  By Janet Levaux, AdvisorOne  |  May 9, 2012

  According to FiNet President John Peluso, three in 10 advisors are exploring independence today versus one in 10 in the past.

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  Morgan Stanley Grabs Three Teams, Loses 1 Advisor

  By Janet Levaux, AdvisorOne  |  May 8, 2012

  Morgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.