Western & Southern Financial Group

Matt Lynch Moves to Tiburon From IBD-RIA Capital Analysts

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.
New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square

By Marlene Y. Satter | 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.
Top Portfolio Products: BlackRock Launches 3 Funds; New Putnam Fund Seeks Total Return

By Marlene Y. Satter | 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.
Capital Analysts Adds Shore Morgan Young to Flat-Fee Affiliation Model

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.
A Wealth Management Future?

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...
Part 1: The New Old Kid

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...

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