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NEWS INDUSTRY NEWS SEP 11, 2013
Banyan continues to expand, adding two firms, $1B in assets

Deals help firm push into institutional market, Midwest

NEWS INDUSTRY NEWS SEP 11, 2013
Kitces signs on to help fix 'issues' at Brightscope

Well-known adviser named to board at industry data specialist; plenty of complaints at launch

NEWS RIAS SEP 11, 2013
Brightscope set to push out adviser fees

Get ready for a new level of transparency. Brightscope is gathering fee info from ADV forms and plans to begin publishing it later this year. Dan Jamieson has the details.

NEWS RIAS SEP 10, 2013
TD Ameritrade, Fidelity aim ad campaigns at RIAs

Ads inspired by and tailored for advisers are on the rise

NEWS RIAS SEP 10, 2013
RIA deals slump to five-year low

RIA deals hit a five-year low as only 18 transactions were completed in the first half of 2013, according to data from Charles Schwab.

NEWS RIAS SEP 09, 2013
Canadian firm snaps up L.A.-based wealth manager with $7.3B in assets

Fiera Capital pays $125M for Bel Air Investment Advisors, also buys N.Y. manager Wilkinson O'Grady.

NEWS WIREHOUSES SEP 05, 2013
With big new team, Morgan Stanley adds horses

Acquires $1.5B team from J.P. Morgan Securities.

NEWS WIREHOUSES SEP 05, 2013
UBS gains adviser with $4.8B

45-year veteran based in New Jersey jumps from Morgan Stanley.

NEWS WIREHOUSES SEP 04, 2013
UBS gains adviser with $4.8B from Morgan Stanley

UBS gains a 45-year veteran adviser with $4.8 billion in assets from Morgan Stanley. Dan Jamieson reports.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 04, 2013
NAPFA cuts provisional membership tag

Change affect small number of advisers but catches some off guard