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Registered Rep.
April 15, 2011
Kristen French |
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose.   |
On Wall Street
April 1, 2010
Howard J. Stock |
Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch. |
Registered Rep.
February 22, 2012
Kristen French |
Due Diligence: Merrill Edge on Hiring Binge, Gets One-Third of Clients From FA Referrals Does Merrill Edge, Merrill Lynch's brokerage, banking and financial advice platform for the mass affluent (those with $100,000 to $250,000 to invest), compete with Merrill Lynch financial advisors? |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Investment Advisor
December 2006
Melanie Waddell |
More Than Just Account Aggregation Any advisor who's worth his salt knows that to adequately assess whether a client is on target to retire comfortably, he must have a handle on all of a client's assets. |
Financial Planning
March 1, 2011
Donald Jay Korn |
Going for the Gold Planners who want to sprinkle a bit of gold dust onto their clients' portfolios have many funds from which to choose. |
| Financial Advisor |
Advisor Emporium Morningstar Launches Bond Rating System... Lord Abbett Launches Advisor Web Site... Sigma Financial Streamlines Case Planning... Fidelity Cuts College Savings Fees... Barclays Introduces Indian Fund... more... |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
On Wall Street
November 1, 2010
Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. |
Registered Rep.
April 15, 2009
Kristen French |
Bank of America Launches Client Referral Program It's one of several referral programs the bank is putting together as part of its integration with Merrill Lynch, including one that would offer leads from the commercial banking division to certain Merrill Lynch advisors. |
Financial Planning
August 1, 2007
Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. |
Registered Rep.
January 24, 2011
Jerry Gleeson |
BofA/Merrill Pricing Plan To Advance Cross-Selling Merrill Edge, the discount investment brokerage that Merrill Lynch rolled out last year, is playing its part in parent company Bank of America's effort to cross-sell consumer banking and investment services. |
Financial Planning
April 1, 2011
Donna Mitchell |
Hot Topics Hot topics for advisors: Social Media Graces... Mass Affluence Angst... Average 401(k) Highs... |
Financial Advisor
August 2012 |
Advisor Emporium Orion Connect App On Salesforce.com... ProShares Launches Inverse Euro ETF... Vanguard Closes High-Yield Corporate Fund... |
Financial Advisor
May 2008 |
Advisor Emporium Jefferson National Offers Annuities Tool... Allianz Life Introduces Annuity Series... PowerShares ETF Listed On NYSE... etc. |
Registered Rep.
October 18, 2011
Kristen French |
BofA Posts Pop in Q3 Profit, Higher Wealth Management Asset Fees, Net Gain of 475 FAs Bank of America's earnings shot up to $6.2 billion in the third quarter, versus a net loss of $7.3 billion in the year ago period. |
Registered Rep.
November 30, 2010
John Aidan Byrne |
Report: Merrill Edge Threatens Online and Regional Brokers, Not Its Own FAs A new report by research firm Aite Group this week, sees Bank of America Merrill Lynch's recently expanded online brokerage business -- as a serious challenge to the online business of powerhouses such as Charles Schwab and Fidelity Investments. |
Investment Advisor
December 2009
Melanie Waddell |
Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts. |
Registered Rep.
July 6, 2006
Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
Financial Advisor
March 2012 |
Advisor Emporium Robeco launches new mutual funds... Advisor group offers CRM to advisors... iShares introduces three new ETFs... |
Registered Rep.
July 16, 2010
Jerry Gleeson |
A Mixed Second Quarter for Merrill, Schwab Second-quarter earnings results posted today by Merrill Lynch and Charles Schwab Corp. offered a mixed picture to financial advisors hoping for a stronger recovery. |
Financial Advisor
June 2008 |
Advisor Emporium News: National Financial Launches Self-Clearing Unit... Payden & Rygel Create Equity Fund... Phoenix Creates Low-Cost Annuity... Russell Launches New Fund For Retirees... Wasatch Advisors Re-opens Popular Funds... ALPS Launches New Insurance Products... |
Investment Advisor
June 2007
Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. |
On Wall Street
September 1, 2011
Bill Willis |
Is Now The Time to Head to Wirehouses? The demise of the wirehouse has been greatly exaggerated. For years, pundits have forecast that a torrent of wirehouse advisors will go independent. But, from where I sit, this torrent has turned out to be a trickle. |
Registered Rep.
March 30, 2011
Matt Matrisian |
Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement. |
Financial Advisor
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
Financial Planning
November 1, 2007 |
New Products Alternatives: Altin:Fund has created two funds of funds managed futures... Navigator UMA, unified managed account... etc. |
Registered Rep.
February 23, 2011
Jerry Gleeson |
Fee-based Business Up, Pricing Down PriceMetrix Chief Executive Doug Trott has a message for fee-based advisors: think about charging more. |
Financial Advisor
June 2009
Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. |
Bank Technology News
March 2011
John Adams |
Self Service With An Edge When it comes to attracting wealth management clients, the new focus is entirely on control - specifically giving control to customers via electronic channels. |
Financial Advisor
October 2011 |
Advisor Emporium Commonwealth Launches New Management System... Lincoln Enhances Series Of Funds... ByAllAccounts And Redtail Form Partnership... etc. |
Investment Advisor
January 2007
Savita Iyer |
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. |
Registered Rep.
December 4, 2012
Megan Leonhardt |
(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience. |
On Wall Street
November 1, 2011
Elizabeth Wine |
The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
Registered Rep.
April 20, 2010
Kristen French |
Merrill Won't Seek Growth Through Top Tier Advisor Hires Merrill Lynch plans to grow primarily by investing in current advisors and hiring rookies, said Merrill Lynch president of Global Wealth and Investment Management Sallie Krawcheck on Tuesday. |
Financial Advisor
May 3, 2010 |
Advisor Emporium News: Automatic 401(k) Plans Growing... ProShares Offers Inverse ETFs... First Allied Launches Fund Allocator... Curian Adds New Investment Strategies... Advisor Partners Upgrades Portfolio Program... Van Eck Offers Small-Cap Investments... more... |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
On Wall Street
September 1, 2010
Howard J. Stock |
Talent Shortage Grips Firms As Financial Advisors Age After years of recruiting only established, top advisors in the so-called "war for talent" instead of hiring younger employees and training them, the industry is now facing a shortage. |
The Motley Fool
October 30, 2006
Dan Caplinger |
Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals. |
Registered Rep.
June 1, 2004
Kevin McKinley |
Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way. |
Financial Advisor
June 2011 |
Advisor Emporium Stories from our June 2011 Advisor Emporium: Russell Program Judges Business Health... Paychex Acquires New Company... RBS Launches Exchange-Traded Notes... more... |
On Wall Street
September 1, 2012
Elizabeth Wine |
Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business. |
The Motley Fool
September 1, 2010
Amanda B. Kish |
How to Win at the ETF Game Make cost one of your primary objectives when shopping for exchange-traded funds or other investments. |
Financial Advisor
November 2007
Tracey Longo |
Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm. |
Registered Rep.
July 18, 2007
Kevin Burke |
Merrill Reports Strong Revenues, Adds 270 Advisors Merrill Lynch's retail brokerage arm turns in another strong quarter, as fee-based revenue continued to climb to record levels. |
Financial Advisor
January 2011 |
Advisor Emporium New financial products: Altegris Offers Actively Managed Futures... College Planning Tool Available... Securian Partners With 401(k) Advisors... Jackson Introduces LifeGuard Freedom Flex... ETF Securities Offers Combined Metals... more... |
Financial Advisor
August 2010
Joel P. Bruckenstein |
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." |
Financial Advisor
July 2012 |
Advisor Emporium First Allied launches Women's Impact Network... Fidelity starts Global Equity Income Funds... ProShares launches Covered Bond Fund... |
Investment Advisor
October 2008
Maya Ivanova |
War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses. |
