Wells Real Estate Funds

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  New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs

  By Marlene Y. Satter, AdvisorOne  |  January 16, 2013

  This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

• Catching up with...

  By James J. Green, AdvisorOne  |  May 1, 2007

  The search for investments that consistently produce above-market returns, aren't correlated to the overall markets, and carry a relatively low minimum may have become a...

• Enduring Value

  By James J. Green, AdvisorOne  |  April 1, 2003

  Two years ago, Investment Advisor took a broad look at the REIT and real estate investment market. In that story"(Is It Safe?" March 2001), a...

• Values-Added Investing

  By Staff Writer  |  September 5, 2001

  Mutual fund managers come together to discuss surv