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Financial Advisor November 2011 Evan Simonoff	M&A Game Changer Leading custodians in the RIA space are offering acquisition financing to firms that do business with them.
Registered Rep. October 28, 2015	Live Oak Bank: Open Access Lending "The aging demographic of the investment advisory industry is severely under-financed. Live Oak Bank saw this as an opportunity to address an underserved need," said managing director Jason Carroll.
Investment Advisor November 2009 Mark Tibergien	Formulas for Success: Cash Flow Cachet Failure to project and monitor cash flow monthly has caused many advisory firms to make ill-informed decisions.
Financial Advisor November 2008	Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc.
Investment Advisor October 2006 Mark Tibergien	The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize.
Registered Rep. September 21, 2012 Jerry Gleeson	Desperately Seeking Financing For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so.
Financial Advisor January 2008 Tracey Longo	Breakaway Brokers Despite being in business a shorter amount of time than the average advisor, breakaways have more assets under management, higher total revenues and a significantly higher growth rate.
Financial Planning August 1, 2008 David Grau	Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business.
Registered Rep. November 1, 2005 Kristen French	A Shopping Allowance: The Newest Recruiting Tool In the competition for top financial advisors, broker/dealers are offering forgivable loans to advisors who want to purchase other financial advisory practices.
Financial Planning August 1, 2013 Rachel F. Elson	Mark Tibergien Wants Your Assets. Here's What He's Offering Mark Tibergien, CEO of Pershing Advisor Solutions, wants to custody more client assets. Here s what he s offering in return.
Financial Advisor September 2005 Raymond Fazzi	A Question Of Trust Custodians square off in a newly competitive trust services market.
Investment Advisor April 2007 Bob Clark	Walkin' the Walk Mark Hurley's new firm, Fiduciary Network, offers an alternative to advisory firms that don't want to be consolidated.
Financial Planning May 1, 2011 Donna Mitchell	Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost.
Investment Advisor October 2007 Mark Tibergien	Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside?
Investment Advisor August 2005 Mark Tibergien	Formulas for Success: Independence Day There is a growing trend toward registered reps moving out of the wirehouse environment -- a trend invisible to most, but obvious to the country's leading custodians: they are actively wooing breakaway brokers.
Entrepreneur December 2004 Crystal Detamore-Rodman	Coming Up Short Short-term financing could help your company overcome temporary setbacks or cash-flow issues.
Commercial Investment Real Estate Mar/Apr 2008 Christopher G. Hurn	SBA Solutions In the hyper-competitive commercial real estate marketplace, successful brokers and agents can utilize a relatively little-known financing source to help clients secure the ideal property for their needs, the Small Business Administration 504 loan program.
Investment Advisor March 1, 2011 Mark Tibergien	Multiple Choice Options abound for creating liquidity and funding growth in your advisory business, but do your research before making the choice to sell your firm to a consolidator.
Registered Rep. September 3, 2009 Mindy Diamond	Talking To Clients About Breaking Away Here are some starting points for advisors to begin a conversation with clients about deciding to establish themselves as an RIA or joining an existing one.
Commercial Investment Real Estate Jul/Aug 2008 Essa & Hoskote	Fast Funding Asset-based financing provides quicker access to securing loans.
Investment Advisor March 1, 2011 James J. Green	Human Capitalist At Pershing Advisor Solutions, the emphasis is on putting the right people in the right spots to serve high-end advisors
Investment Advisor October 2005 Mark Tibergien	Formulas for Success: How Bleak is Your Future? Whether the latest Hurley/JPMorgan treatise on the financial advisory profession is right is hard to know, but their assumptions are compelling enough for advisors to take stock of their own situations.
The Motley Fool May 24, 2007 Dan Caplinger	Mortgages for the Military The Veterans Administration has programs for current and former members of the military to help them get financing to buy a home. Serving in the military generally makes you eligible to take out a VA loan.
Investment Advisor October 2010 Mark Tibergien	Friends in Need? You can use outside investors to help finance your advisory firm growth plans.
Financial Advisor March 2012 David Lawrence	Consolidation Quickens Advisors are increasingly turning to others to increase service and decrease costs.
National Real Estate Investor August 1, 2006 Matt Hudgins	Mesmerized by Mezzanine Mezzanine lending for commercial real estate is exploding.
Financial Advisor August 2010 Raymond Fazzi	Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get.
Investment Advisor March 2008 Mark Tibergien	Futurama Is this the time to be investing in your financial advisory business?
Inc. May 1, 2007	What the SBA Actually Does for Small Business An overview to services the SBA provides such as capital and contract assistance.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
Investment Advisor September 2008 Mark Tibergien	The Bounty for Captain and Crew Does ownership of an advisory firm pay enough when rewards for employees are so high?
Investment Advisor July 2008 James J. Green	Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market.
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
Financial Advisor May 2006 Tracey Longo	What Have You Done For Me Lately? The race is on among independent broker-dealers to recruit more top fee-based advisors.
The Motley Fool September 11, 2009 Morgan Housel	Lehman Brothers and the Age of Stupidity Next Tuesday, Sept. 15, marks one year since Lehman Brothers filed for bankruptcy protection. One year later, we ask: What's changed?
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
Investment Advisor July 2010 Mark Tibergien	Formulas For Success: Growth The Silent Killer The latest challenge for advisory firms: managing growth in a low-growth environment.
Investment Advisor June 2007 Bob Clark	The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
Financial Planning January 1, 2010 Donna Mitchell	Questions Welcome Mark Tibergien is probably the most important practice management thinker in the financial planning industry -- and he has built his following over decades.
National Real Estate Investor February 1, 2003 Kathleen Fitzpatrick	Mezz Debt Is a Magnet for Borrowers and Lenders The combination of historically low interest rates and tighter underwriting standards on senior loans has made mezzanine debt highly attractive to borrowers. But with lenders tripping over each other to woo customers, returns are shrinking.
Investment Advisor April 1, 2011 Mark Tibergien	The Solicitor's Apprentice When building an advisory business, solicitors can bring clients -- but can they also bring value?
Financial Advisor April 2007 Evan Simonoff	Mania In Bloom? A newfangled type of acquirer has entered the financial advisory market. So, how good and fair are these deals? It's obvious that the transactions can work well for the founders, but how about their successors?
Registered Rep. March 1, 2006 Kristen French	The Best of Both Worlds Advisors say the broker/dealer-RIA hybrid model gives them freedom to choose what products, services and fees are best for their clients.
Commercial Investment Real Estate Jul/Aug 2004 Brown & Weiss	The Money Race Borrowers benefit as lenders chase commercial property deals.
Financial Planning March 1, 2010 Donna Mitchell	Open Season NFP Securities says it will become the first independent broker-dealer to offer hybrid advisors a single platform with complete open architecture, empowering advisors to ally with any major custodian they choose.
Entrepreneur June 2009 Asheesh Advani	Put Your Advisory Board to Work It's time to rethink the roll of advisors and how they are compensated.
Investment Advisor February 2007 James J. Green	Schwab to Bankroll Breakaway Brokers With advisor assets at $500 billion, the custodian will offer financing to big brokers going independent.
Commercial Investment Real Estate Sep/Oct 2007 Leighton & Mayer	Be Resourceful While some commercial real estate investors secure financing through deals with their existing banks, most investors, developers, and owners derive the best terms when lenders compete for their business. Consultants can help borrowers secure the most favorable loan terms.
Entrepreneur March 2008 C.J. Prince	New Money With traditional bank loans hard to come by, try these quick fixes to get your business the capital it needs.