Western & Southern Financial Group

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  New Hire Roundup: Orizon Joins Mariner

  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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  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.

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

  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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  Top Portfolio Products: BlackRock Launches 3 Funds; New Putnam Fund Seeks Total Return

  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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  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...