Wirehouses

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  Schwab Improves Results but Misses Estimates; Citi Tops Expecations on Strong Sales

  By Janet Levaux, AdvisorOne  |  April 15, 2013

  The advisor services unit sees strong year-over-year flows and asset improvement.

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  Best Advisor Firms Ranked by Advisors: J.D. Power 2013 Satisfaction Survey

  By Janet Levaux, AdvisorOne  |  April 11, 2013

  Over the past 12 months, only one of the four wirehouses showed a significant drop in advisor satisfaction.

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  We’re in an Extended Bull Market, So Get Used to It: Tiburon CEO Summit

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Tiburon CEO Summit host Chip Roame pointed out advisor trends and opportunities after stock strategists Richard Bernstein and Bob Doll spelled out why we’re in a long-running bull market.

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  Morgan Stanley Adds 9 Merrill, Wells & JPMorgan Advisors

  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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  JPMorgan Tops M&A Charts for Q1

  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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  Top 10 Fund Brands: RIA, IBD, Wirehouse Advisors’ Favorites

  By Joyce Hanson, AdvisorOne  |  April 3, 2013

  When it comes to naming names, advisors predictably pick all the big fund firms as their favorites. But look at Phoenix's survey more closely, and fascinating patterns are revealed.

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  Morgan Stanley Grabs 4 From Merrill, Wells

  By Janet Levaux, AdvisorOne  |  April 2, 2013

  The new advisors come on board in the Midwest with about $3.7 million in yearly fees and commissions.

• Bonuses Up 8%: Report

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  Wall Street bonuses should be up about 8% this season and total $20 billion, according to New York State Comptroller Thomas DiNapoli. But experts caution that this increase doesn’t necessarily translate into much these days for advisors.

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  Morgan Stanley CFO Passes on Treasury Post: Reports

  By Janet Levaux, AdvisorOne  |  March 28, 2013

  Ruth Porat did not want to go through what Jack Lew did in the confirmation process, sources say.

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  Warren Buffett to Become Major Goldman Shareholder

  By John Sullivan, AdvisorOne  |  March 26, 2013

  The deal saves Buffett’s Berkshire Hathaway billions in costs and lets Goldman maintain the accretion to its stock price.