Janet Levaux
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
May 13, 2020 | ThinkAdvisor
LPL to Open Tech Hub in TexasThe independent broker-dealer's campus in Austin is expected to have more than 100 employees.
By Janet Levaux
3 minute read
March 09, 2020 | ThinkAdvisor
Advisor VIPs Say: Keep It Cool Amid Market MadnessJosh Brown, Liz Ann Sonders, Ron Carson and Daniel Crosby speak out about how advisors can help clients and themselves.
By Janet Levaux
6 minute read
February 19, 2020 | ThinkAdvisor
UBS Snatches $6B Wealth Team From GoldmanThe under-50 duo of Denis J. Cleary and Gregory M. Devine also have about $20 million in yearly fees and commissions.
By Janet Levaux
2 minute read
December 04, 2019 | ThinkAdvisor
Best & Worst Wealth Firms for Mobile Apps: J.D. Power, 2019Study finds that clients want security, simplicity and personalization and find these features inconsistent today.
By Janet Levaux
2 minute read
November 25, 2019 | ThinkAdvisor
13 Best & Worst Broker-Dealers: Q3 Earnings, 2019Trends uncovered earlier this year continue in the latest quarter -- with a few notable exceptions.
By Janet Levaux
1 minute read
September 24, 2019 | ThinkAdvisor
Why the World's Wealthiest Families Are Stockpiling CashAbout 42% of family offices say they're raising cash reserves, a UBS survey reveals.
By Suzanne Woolley and Ben Stupples
4 minute read
September 05, 2019 | ThinkAdvisor
Riskalyze, HighTower Make a DealThe tech firm will provide a variety of tools to the RIA network, which has nearly 100 partner firms.
By Janet Levaux
2 minute read
July 22, 2019 | ThinkAdvisor
Merrill Could Pay $82M for Broker's Excessive TradingThe firm will pay $40 million in one case against the broker, and another is pending.
By Janet Levaux
2 minute read
July 10, 2019 | ThinkAdvisor
Carson Wealth Adds $566M RIA in FloridaRuggie Wealth Management joins Carson via an exchange of a 25% interest of its business for an equity stake in the nationwide RIA.
By Janet Levaux
3 minute read
July 02, 2019 | ThinkAdvisor
FINRA Hits Summit With $880K Fine Over Excess TradingOne advisor placed close to 535 trades for a retired client, who paid more than $171,000 in commissions over three years.
By Janet Levaux
2 minute read
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