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By Marlene Y. Satter, AdvisorOne |
July 11, 2012
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
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By Janet Levaux, AdvisorOne |
March 23, 2012
Matt Lynch, former CEO of the independent broker-dealer/RIA Capital Analysts, is now a principal at Tiburon Strategic Advisors.
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By Marlene Y. Satter, AdvisorOne |
February 8, 2012
This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.
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By Marlene Y. Satter, AdvisorOne |
October 10, 2011
New products introduced over the last week include three alternative investment funds from BlackRock, a new dynamic allocation fund from Putnam, and two Credit Suisse funds reorganized into Aberdeen funds.
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By Janet Levaux, AdvisorOne |
May 13, 2011
The deal with Shore Morgan Young means that Capital Analysts has more then $8 billion in assets and over 330 affiliated financial advisors.
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By James J. Green, AdvisorOne |
December 1, 2008
In a discussion with Mark Tibergien this past summer, the conversation turned to people who not only clearly see the big picture now, but also...
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By Staff Writer |
January 1, 2003
Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...