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Registered Rep.
October 1, 2012
David Geracioti |
Private Ocean Greg Friedman, owner of Friedman & Associates, and Richard Stone, founder of Salient Wealth Management, met some years ago at a Schwab IMPACT conference. In 2009, the two companies, two of the oldest Bay Area financial advisory firms, joined forces to form Private Ocean.   |
Investment Advisor
June 2009
James J. Green |
Catching Up With: Greg Friedman As of May 1, Greg Friedman's firm, Friedman & Associates, merged with Salient Wealth Management, led by Richard Stone, to form Salient-Friedman Wealth Management LLC. |
Financial Planning
September 1, 2007
Joel Bruckenstein |
Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit. |
Investment Advisor
April 2008
James J. Green |
Innovate and Differentiate Independent advisors and their partners are coming up with all sorts of innovative ways to efficiently deliver actual wealth management services to their high-net-worth clients. |
Investment Advisor
April 2010
James J. Green |
Joining a New Club The experience of a financial advisor moving from a large firm to a small one. |
Investment Advisor
April 2009 |
Upgrades News on advisors and their partners: Greenbaum and Orecchio changes name to Modera Wealth Management... EISI offers the Bear Market Plan... CRM Software releases ClientView Live... Prima Capital forms an alliance with Central Trust and Investment Co. ... |
Investment Advisor
September 2010
Olivia Mellan |
Culture Shock: How to Manage a Successful Merger A successful merger of advisory firms is more than just favorable financials. It's personal. |
Financial Planning
January 5, 2008 |
Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry. |
Financial Advisor
June 2009
Jeff Schlegel |
Liquid Investment Water provides an ocean of investing opportunities. |
Financial Planning
May 1, 2007
David Grau |
Linked In As they look to recreate themselves, surprisingly few small financial practice owners consider mergers. |
Investment Advisor
July 2006
Lauren Barack |
Contact Point CRM software makers are now combining clever programming with more robust software to offer advisors a more streamlined, smarter way to keep current clients happy and bring more clients into their financial family. |
Financial Planning
March 1, 2008
Dan Skiles |
CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice. |
Investment Advisor
February 2009 |
The Future Is Now The independent advisory family is dealing with a disaster that has shaken it to its core. Having survived a brutal 2008, the future looks dim, and many advisors are frustrated at best with the present, and despairing at worst over the future. |
Financial Advisor
January 2009
Sherri Scordo |
Technology And Your Future The T3 conference's general sessions will cover buying software, educating staff, and creating good work flow processes for your advisory firm. |
Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. |
Wall Street & Technology
March 19, 2007
Bressler & McDonnell |
How CRM Helps Merge Firms' Crucial Relationship and Intelligence Assets A merger can be a shrewd business move if executed properly, with revenue growth as its primary objective. To achieve that objective, having the right infrastructure in place to aggregate, manage and share relationship intelligence is critical. |
Investment Advisor
December 2007
James J. Green |
Business-Like Schwab Party The Annual Schwab Impact show features straight talk, new tools for advisors, and rock and roll. |
Registered Rep.
October 30, 2014
Philip Palaveev |
To Ensemble or Not To Ensemble Thousands of advisors are negotiating the combination of their practices with others in order to create scale, leverage each other's skills, gain resources, and tackle succession. |
Salon.com
November 21, 2002
Farhad Manjoo |
The Homeland Security merger mess A Harvard analyst says government consolidation won't improve the fight against terrorism quickly, and maybe not at all. The reason: Most big corporate mergers fail. |
InternetNews
February 17, 2010 |
Tech Sector's M&A Climate Improving: Study Search, security and cloud computing are three of the most attractive markets for mergers and acquisitions in 2010 according to the latest study by PricewaterhouseCoopers. |
Registered Rep.
December 21, 2010
Lauren Barack |
There's a Financial Planner App for That Experts agree that while financial advisors are increasingly adopting mobile devices, they should still use caution and common sense when client data is involved. |
Financial Advisor
December 2011
Joel P. Bruckenstein |
Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices. |
Financial Advisor
October 2007
Andrew Gluck |
Evaluating CRM Choices If you are not using a CRM system to record notes about every client contact, to track workflow and to store key data about your clients, you probably won't ever be a great financial advisory firm. |
U.S. Banker
July 2004
Holly Sraeel |
Politics, Promises and the Impact (or Not) of Mergers The case can be made that some mergers are in the best interest of shareholders. But what about what's in the best interest of communities? That's where the promises start. |
Investment Advisor
September 2010
Mark Tibergien |
Formulas For Success: Soul Mates, or Marriage of Convenience? When considering an advisory firm merger, get to know your potential partner. |
CIO
December 23, 2008
David F. Carr |
What IT Leaders Need to Know About Getting Mergers Done Right Whether it's a shotgun merger or a planned acquisition, chances are you're not ready for it. Here's how to change that. |
Investment Advisor
October 2009 |
Upgrades What's going on: CRM Software announces major enhancements to Junxure... Tamarac, Inc. has introduced Advisor 9, a suite of portfolio management applications... The Hartford Financial Services Group, Inc. has introduced online information sharing reports... |
CRM
February 2, 2004
Martin Schneider |
Merging for Midmarket Dominance Acquisitions increase in popularity as CRM vendors look to capture share in the midmarket. |
