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Timberland REIT takes axe to share price
INVESTING ALTERNATIVES JAN 02, 2013
Timberland REIT takes axe to share price

On Monday, management at the very popular Timberland REIT took an ax to the trust's stock, lowering the per share valuation by 35%. Here's why.

NEWS RIAS DEC 28, 2012
Don't count the wirehouses out yet: Charles Goldman

Market share down, says Advizent boss, but Wall Street brokerages embracing RIA concepts

Ray Jay asset management arm completes ClariVest deal
NEWS INDUSTRY NEWS DEC 23, 2012
Ray Jay asset management arm completes ClariVest deal

Eagle closes buyout of minority shareholders in quant manager.

NEWS RIAS DEC 19, 2012
New study reveals stark differences among baby boomers

According to a study by Cogent Research LLC, there are stark contrasts between older and younger members of the boomer generation that advisers and asset managers should be aware of.

No end in sight to wirehouse waning: Cerulli
NEWS WIREHOUSES DEC 19, 2012
No end in sight to wirehouse waning: Cerulli

The decline in wirehouses' market share in the advisory industry has been dramatic since the financial crisis, and a new study says it will accelerate over the next three years.

The other cliff is not about taxes and spending
NEWS REGULATION AND LEGISLATION DEC 18, 2012
The other cliff is not about taxes and spending

Merrill signs up a passel of advisers
NEWS WIREHOUSES DEC 11, 2012
Merrill signs up a passel of advisers

Ten from firm's top three competitors join in November.

MK deal closed — and the rejiggering starts at Raymond James
NEWS BROKER DEALERS DEC 10, 2012
MK deal closed — and the rejiggering starts at Raymond James

Just a week since the acquisition was finalized, RJ announces appointments and promotions

'Major loss' as big L.A. adviser leaves Morgan Stanley for Merrill Lynch
NEWS WIREHOUSES DEC 06, 2012
'Major loss' as big L.A. adviser leaves Morgan Stanley for Merrill Lynch

Rebecca Rothstein, legacy Smith Barney adviser, jumps ship; No.2 on Barron's list

Utah legislator targets online broker records
YOUR PRACTICE FINTECH DEC 03, 2012
Utah legislator targets online broker records