IAW News

IAW News

Morgan Stanley Recruits 5 UBS Reps with $750M in Assets

In two major recruiting actions, Morgan Stanley has landed Kevin Cooper of Baco Raton, Fla., and the Ryan Group of Shrewsbury, N.J., reports AdvisorOne.com. Read more...

Avoid Counterproductive Work Habits

Book Cover

Getting out of the habit of frequently checking email, holding unnecessary staff meetings, conducting events that clients may not want, and other wasteful practices can free up advisors so that they can improve the quality of services they provide to clients, reports Financial Planning.com.

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Fee Based Advisor AUM to Climb Nearly 100%

Happy young couple in discussion with a financ...

Assets under management for fee-based advisors are expected to climb to $5.2 trillion by 2017, which would be nearly a 100% increase from 2011, reports LifeHealthPro.com.

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