Getting More Efficient Through Paperless and Aggregation
By Mike PattonLast week I attended my second TradePMR conference. This year's conference was in Orlando and was important on a number of fronts. Let me begin...
March 01, 2010
TD Ameritrade Stands TallAt its 14th annual conference, held February 3-6 in Orlando, TD Ameritrade Institutional reported record attendance of 2,000, including 1,200 advisors. That strong showing matched...
February 22, 2010
Building Portfolios on the Road to Independence--Part IV: The Role and Use of Alternative InvestmentsWhen I think about the portfolio construction process it brings to mind a few good books I've read over the years. Books like: "Asset Allocation,"...
February 17, 2010
HighTower Attracts Another Wirehouse Team; Aims to Grow AUM to $50 Mn.HighTower has just recruited the Strata Group, which manages some $500 million in assets, from Morgan Stanley Smith Barney.
February 17, 2010
Investors Cap Grows Profits, Boosts Recruiting of Top FAsIn terms of its advisor headcount, the broker-dealer has some 550 reps, down from over 600 a year ago, and says it is "emphasizing recruiting quality over quantity and culling lower-producing representatives."
February 17, 2010
Raymond James: Recruiting Wirehouse and Other Advisors with $1 Billion in Total AUMRecruited advisors continue to join Raymond James from Merrill Lynch, Morgan Stanley Smith Barney and Wells Fargo Advisors.
February 16, 2010
The Online Soapbox: Bank of America Merrill Lynch's Take on Retirement Planning ReformGreater financial education and advice for workers would support the success of reform initiatives
February 16, 2010
Building Portfolios on the Road to Independence. Part III: The Role and Use of EquitiesThe topic this week is how I use stocks in building client portfolios. First let me say that I do not consider myself a stock...