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By Janet Levaux |
April 29, 2013
Satisfaction among independent advisors made a nice improvement over the past year, while that of employee advisors declined slightly, according to the latest J.D. Power and Associates 2013 U.S. Financial Advisor Satisfaction Study.
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By Melanie Waddell, AdvisorOne |
April 24, 2013
Washington Analysis says the “headlines, hearings and speeches” around the measure will amount to “mere noise,” while SIFMA says the bill would dampen business lending.
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By Janet Levaux, AdvisorOne |
April 16, 2013
While the results reflect a small number of advisors, they point to important trends that BDs ignore at their own peril, experts say.
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By Joyce Hanson, AdvisorOne |
April 12, 2013
JPM and WFC both offset lower profit margins on loans by setting aside less money to cover bad mortgage loans.
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By Janet Levaux, AdvisorOne |
April 9, 2013
The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.
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By Janet Levaux, AdvisorOne |
April 8, 2013
In addition, the wirehouse says it has picked up 10 UBS reps in past 5 weeks.
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By Janet Levaux, AdvisorOne |
April 4, 2013
BofA comes in third as Morgan Stanley sees its mergers business drop, according to Mergermarket.
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By Marlene Y. Satter, AdvisorOne |
April 4, 2013
This week in new hires, James Combs was named CEO of National Advisors Trust Co., and FSI elected two new board members.
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By Janet Levaux, AdvisorOne |
March 19, 2013
Scott Collins will lead recruiting of hybrid and fee-only RIAs. Meanwhile, Wells Fargo says it has added 27 advisors this year, and Morgan Stanley brings in three from UBS.
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By Joyce Hanson, AdvisorOne |
March 12, 2013
For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.