by Joel Bruckenstein
Broker-dealers are introducing more tech tools to reduce time spent on tedious tasks.
by Tracey Longo
Spire Investment Partners is attracting far-flung groups of breakaway
brokers to the advisory firm.
by
Eric Rasmussen
Putting a value on life insurance settlements can be a tricky endeavor, but there are rational methods...
Fiduciary Network Buys Stake In Brouwer, Janachowski
Fiduciary Network has purchased a minority equity position in Brouwer, Janachowski & Co...
by Joel Bruckenstein
Advisors are looking for quicker, cheaper and more innovative programs from their custodians to help their clients.
by
Karen DeMasters
Two advisors build a fast-growing advisory firm by outsourcing just about everything.
by Mary Rowland
Big banks and brokers now realize the wealthy want objective advice, so they are buying successful independent advisory firms that offer it.
by Andrew Gluck
A 36-year-old computer geek who made $12 million on the 2002 sale of his advisor software company is back with a vengeance.
by
Jeff Schlegel
United Capital's Joe Duran must see ways to improve an advisory firm's business before he offers to buy it.
by Tracey Longo
It seems that everywhere you turn, former brokers are launching their own fee-only firms.
by Bruce W. Fraser
Advisory firms face new opportunities as they mature, but also need new approaches.
by Joel Bruckenstein
Forrester's new software report is better than past versions, but some findings need a closer look.
by
Karen DeMasters
Two advisors create a large, fast-growing RIA by winning investment management business from institutions, government agencies-and 350 other advisors.
Pershing Makes Inroads With Independent Advisors
Smart investment advisors will triple their assets in the next four years, according to a new report from Pershing...
by Joel P. Bruckenstein
Firm to launch a fully integrated Web platform for advisors.
by David J. Drucker
A controversial financial planning program focuses on how a client can sustain his living standard rather than on how not to run out of money.
by David Lawrence
Rather than work with a hodgepodge of software, it's better to have applications that integrate.
by Andy Gluck
Fidelity is building a new RIA platform and Albridge is being acquired.
Pershing Offers New Analytical Tools
Pershing LLC has launched a program through which its fixed-income specialists will help investment...
by David J. Drucker
Does a small custodian have a chance these days? If it offers something advisors can't get from the Big Three, it does.
