Business Transitions Articles

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DoubleLine Hires Pimco’s Sosa As Gundlach Seeks Expansion

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DoubleLine Capital LP hired Pimco’s Ignacio Sosa as director for a newly created product solutions group as CEO Jeffrey Gundlach looks to grow outside the U.S.

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Mariner Buys Majority Stake In Housen Financial Group

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Mariner Wealth Advisors today said it has taken a majority stake in Housen Financial Group of Manasquan, N.J., bringing its AUM to $9.5 billion.

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Pinnacle Advisory Group Acquires Durbin Financial Advisors

by FA Staff

Durbin Financial works with roughly 40 client families and manages approximately $30 million.

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LPL Names Morrissey Managing Director Of Independent Advisor Services

by FA Staff

William Morrissey, who had run advisor recruiting at LPL Financial, has been named to replace Derek Bruton, who resigned abruptly 10 days ago.

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Seattle B-D Merging Into Robert W. Baird

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McAdams Wright Ragen Inc., a Seattle-based regional brokerage firm, has agreed to merge with Milwaukee-based Robert W. Baird & Co. Inc.

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Advisor Compensation Highest Since 2007, Fidelity Says

by FA Staff

Financial advisors are enjoying asset-based compensation that is at the highest it's been since 2007, but they are largely failing to modernize their operations, according to a Fidelity study.

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Advisor Group Hires Recruitment Chief

by FA Staff

Kevin Beard has been named to the new position of executive vice president for recruiting and acquisition strategy.

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Advisor AUM Increased But Client Retention Decreased In 2013, Says Study

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Although their AUM and revenue rose, financial advisors saw client retention rates and average revenue on assets drop last year, according to PriceMetrix.

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High-Level Advisor Executive Suddenly Leaves LPL

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In a surprise development, Derek Bruton, managing director of independent advisor services at LPL Financial, has left the firm.

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New Advisor Network Focuses On Gen X and Y Clients

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Advisors Michael Kitces and Alan Moore have launched the XY Planning Network, a turn-key platform that is designed to support fee-only advisors on Generations X and Y.

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