Janet Levaux
ThinkAdvisor
San Francisco Bay Area, CA, United States
Contact Janet
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Janet:
12 Best & Worst Broker-Dealers: Q4 Earnings, 2022
One large BD saw profits drop over 65% from a year ago, while another produced a jump of nearly 200%. → Read More
Merger to Create $73B Alternative Investment Firm
FS Investments and Portfolio Advisors did not immediately disclose the financial terms of their deal. → Read More
Focus Financial Mulls $4B Offer From PE Firm
Clayton Dubilier & Rice wants to take Focus private for $53 per share in cash. → Read More
Mariner Wealth Hires John Hancock Exec
Todd Cassler comes on board to serve as the firm’s chief strategy and growth officer. → Read More
Orion Expands Pro Bono Role, Contributions
The wealthtech firm now sponsors the Foundation for Financial Planning’s online volunteer matching service. → Read More
CFP Board to Split Into 2 Nonprofit Groups
The reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says. → Read More
Cetera to Buy Securian Financial's Wealth Unit
The deal includes 1,000 financial professionals and 30 firms working with a total of $72.2 billion in assets. → Read More
LPL Nabs 2 BofA-Merrill Execs
Cory Triolo and Tim Checko will focus on web-based and mobile applications for advisors and other technology. → Read More
Commonwealth Picks Up $1B Team From Edward Jones
Cedarwood Financial Partners has five offices in Texas and New York. → Read More
Captrust Buys $2.3B RIA in Nashville
TrustCore Financial Services includes 16 advisors serving individuals, families, endowments and foundations. → Read More
Focus Partner Firm to Merge With Real Estate Group
Kovitz Investment Group Partners is set to merge with Origin Holding Co., a private real estate fund manager. → Read More
FPA Has a New President
The new leader, Jamie Lee, is also head of Lee Investment Management in Saratoga Springs, New York. → Read More
Larry Roth to Take Lead Role at New Firm After SPAC Merger
He will be executive chairman after Kingswood Acquisition and Wentworth Management Services combine and go public. → Read More
Vanguard to Launch New Bond ETF
The Vanguard Short-Term Tax-Exempt Bond ETF is set to have an estimated expense ratio of 0.07%, the fund giant says. → Read More
On Stage: The LUMINARIES 2022 Awards Ceremony
We spotlight this year's winners, who came dressed to impress at the recent industry recognition event n New York's Lotte Palace Hotel. → Read More
Vanguard Drops Advisor of Mid-Cap Growth Fund
RS Investments has managed about 20% of the $3.1 billion fund. → Read More
LPL Nabs J.P. Morgan Fund Manager for New Model Portfolio Role
Garrett Fish has also worked for Mercury Asset Management, Jardine Fleming and Aetna Capital Management. → Read More
Why ESG Investing Is 'a Mess' and What to Do About It
Frontier Asset Management CEO Rob Miller explains how to best align client values and investments, and the tax planning implications. → Read More
12 Best & Worst Broker-Dealer Stocks of 2022
The stock prices of most publicly traded BDs have fallen in 2022, with several notable exceptions. → Read More
Stifel’s Alex David Tapped for New Leadership Role
He will be the Association of African American Financial Advisors' incoming chairman emeritus. → Read More