The Industry Trainer

Manager of Beta

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How one advisor team doubled their business after leaving Merrill.

Black Out

Two professional athletes sued financial advisor Steven Kolinsky after a real estate investment went bad during the financial crisis. Here, he tells his side of the story.

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With Smith Barney now completely under Morgan Stanley’s roof, the wealth management unit’s profit margin seems to be on the mend.

John Hancock Financial Network is shaking things up, moving away from its insurance roots and implementing an ambitious expansion plan. JHFN President Brian Heapps said Tuesday the firm is re-branding under its registered independent broker-dealer...