Jim McConville

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Leo Wells Puts Brakes On Its Nontraded REITs


Leo Wells, the biggest player in the nontraded REIT industry, has decided that Wells Real Estate Funds will not sell any new nontraded REIT products for the immediate future.

FSI Adds 500 New Financial Advisor Members

The Financial Services Institute has added 500 new financial advisors to its membership rolls.

CFP Board To Launch Licensee Drive


The Certified Financial Planner Board of Standards plans to launch a marketing campaign this year to increase the number of financial advisors who become a CFP certificant.

Partners, Client Take Full Ownership Of Miller/Russell


Phoenix-based RIA firm Miller/Russell & Associates says it now holds the reins to its own financial destiny by becoming a 100% employee and client owned company late last month.

Focus Financial Adds $1.5B AUM With Merriman Acquisition


Focus Financial Partners LLC, has acquired fee-only wealth management firm Merriman LLC and its $1.5 billion in client assets.

Fixed Indexed Annuities Improve Retirement Income, Says Survey

Fixed indexed annuities used with traditional retirement portfolio strategies improve the chances of creating sustainable income throughout retirement, according to a new survey.

Raymond James Recruits Mother-Daughter Team From Wells Fargo

Raymond James today announced it has recruited a mother-daughter advisor team Wells Fargo that managed more than $200 million in assets and had $2 million in annual production.

Orion And Orchestrate To Provide System Efficencies For Advisors


Two technology firms founded by financial advisors have added features to a Salesforce application and plan to help each other improve their own systems.

Morningstar Announces Fund Managers Of The Year


Longevity, patience, precise judgment and decisiveness are among the notable traits demonstrated by the winners of Morningstar’s 2012 U.S. Fund Manager of the Year awards announced today.

Cetera Completes Name Changes Under New Brand Structure


Cetera Financial Group has completed name changes of the four broker-dealer firms under its brand.

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