Custodians/Fee Only

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Little Guys Win

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.

Strategic Moves


United Capital's Joe Duran must see ways to improve an advisory firm's business before he offers to buy it.

Breakaway Brokers

by Tracey Longo

It seems that everywhere you turn, former brokers are launching their own fee-only firms.

Growing Up

by Bruce W. Fraser

Advisory firms face new opportunities as they mature, but also need new approaches.

The House That Pat And Dave Built


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...

In The Land Of Giants

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.


Congress Grills "Senior" Advisor Designations Members of the Senate Special Committee on Aging grilled the financial services industry on...


Pershing Launches Managed Account Network Pershing LLC, a subsidiary of The Bank of New York Co. Inc...


The Next Five Years Expect to see large-scale financial advisory firms with several billion in assets under management dotting the landscapes of most...

The Big Picture

by Tracey Longo

Clearing firms stake their future on helping advisors' businesses grow.

Custodians Lend A Hand

by Joel Bruckenstein

The large custodial firms are ramping up their technology assistance for advisors.


MassMutual Expands Retirement Income Focus MassMutual Financial Group created MassMutual Retirement Income (MMRI) for the retail...

Bucking the Trend

by David J. Drucker

Can wirehouses deliver on their advertising promises when employee restrictions are the same?

Old Stereotypes Die Hard

by Mary Rowland

Why do some in the media still see the "real" financial advisors as pushy salespeople?

Success With A BAM

by Raymond Fazzi

Two CPAs plan for growth and grow the plan-with billion-dollar results.

Custodians Duel Over New Services

by Raymond Fazzi

With business booming, custodians are searching for an edge.

A Classic Business Sale To Employees

by David J. Drucker

Marvin Burt did what many say can't be done; he sold his advisory firm to his staff.

Ten Myths Busted At Tiburon Summit

by Tom Lydon

Discussion helped dismantle myths about investments, boomers and more.

Focused On Big

by Cort Smith

Focus Financial has become one of the largest RIAs only months after it opened its doors. Founder Rudy Adolf says they're just getting started.

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