Andrew Osterland

Andrew was a reporter on the InvestmentNews team from 2011 to 2013 before going on to become a freelance reporter. Connect with him here: @aoreport

Andrew Osterland
Displaying 208 results
Star-QB-turned-adviser goes independent route
WIREHOUSES AUG 16, 2012
Star-QB-turned-adviser goes independent route

Billy Blanton went from gridiron to wirehouse; now he's going solo

Libor pains: Banks sitting on potential powder keg with scandal
RIA NEWS JUL 31, 2012
Libor pains: Banks sitting on potential powder keg with scandal

Extent of damages sought by civil litigants could be astronomical

ALTERNATIVES JUN 29, 2012
The retirement vehicle advisers love to hate

Financial advisers should love reverse mortgages. After all, older clients who may be strapped for cash — and many are — can use a reverse mortgage to tap the equity in their homes rather than raid their investment portfolios. For fee-based advisers, a reverse mortgage could preserve their bread and butter.

BofA sharpens Merrill Edge, adds managed accounts
WIREHOUSES JUN 19, 2012
BofA sharpens Merrill Edge, adds managed accounts

Bank of America sharpens Merrill Edge by adding 10 actively managed portfolios

RIA NEWS JUN 12, 2012
Family Office Exchange creates list of elite wealth managers

The list is aimed at those with more than $20 million in investible assets

RIA NEWS JUN 01, 2012
Three clearing firms face an uncertain future

Focus Financial to acquire Colony Group
RIA NEWS MAY 30, 2012
Focus Financial to acquire Colony Group

M&A activity in the investment advice business is most definitely hotting up. In the lastest example, large RIA firm Colony Group has been acquired by Focus Financial. In case you're counting, that's the fourth deal this year for Focus.

Latest defection: $1.4B Merrill team jumps to HighTower
WIREHOUSES MAY 25, 2012
Latest defection: $1.4B Merrill team jumps to HighTower

Fourth big signing for firm this year; 'a great mousetrap'

UBS goes after team that hitched up with Wells
RIA NEWS APR 30, 2012
UBS goes after team that hitched up with Wells

Company claims that the pair downloaded proprietary client info before exiting; computer scrubbing ahead?

At Schwab, Tony Blair praises freedom to dissent, disses OWS
RETIREMENT PLANNING APR 30, 2012
At Schwab, Tony Blair praises freedom to dissent, disses OWS

Britain's former prime minister, Tony Blair, kicked off the Schwab Impact 2011 conference with a sober assessment of the challenges raised by the Arab Spring and expressed concern that short-term political considerations could thwart long-term solutions to problems facing the global economy.