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Investment Advisor December 2005 Bob Clark	Why Bigger is Better This compensation and staffing study offers a preview of how financial advisory firms will be different five or 10 years from now.
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?
Financial Planning March 1, 2008 David Grau	In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
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.
The Motley Fool October 10, 2007 Brian Lawler	Bioenvision Demands a Recount Bioenvision decided to hold the polls open one more day, in hopes that some stockholders who hadn't yet participated would vote for their proposed acquisition by Genzyme.
Investment Advisor November 2006 Angela Herbers	Operation Ownership One of the major failings of the independent advisory industry has been the reluctance of advisors with established practices to extend ownership to junior professionals who helped them attain their success.
Investment Advisor October 2008 Angela Herbers	One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.
Financial Planning May 1, 2007 David Grau	Linked In As they look to recreate themselves, surprisingly few small financial practice owners consider mergers.
Foundation News & Commentary Jan/Feb 2005 Bryson & Gast	Board Briefing: CEOs on the Board What are the advantages and limitations of CEOs on foundation boards? If the CEO is on the board, should he or she have full voting rights? How do your non-profit colleagues approach this decision?
Investment Advisor August 2009 Philip Palaveev	The Palaveev Manifesto The natural state of a true investment advisory firm is a privately owned partnership that is fully controlled by the professionals who are actively involved in the delivery of advice to clients.
Investment Advisor October 2007 Bob Clark	Difference of Opinion A debate about a major issue facing many advisory firms, namely, the conflicting interests they must wrestle with when deciding how to handle defecting advisors who leave the firm, taking clients with them.
Investment Advisor September 2009 Philip Palaveev	Win-Win Why a partnership is the best ownership structure for an advisory firm, and for clients.
The Motley Fool February 20, 2007 Dan Caplinger	Get Out and Vote! Proxy voting lets your shareholder voice be heard.
The Motley Fool October 11, 2011 Alyce Lomax	Ditch the Murdochs! Shareholders could send a powerful message to News Corp. and others like it.
The Motley Fool June 16, 2010 Alyce Lomax	Majority Rules! Majority voting standards would let shareholders have their say.
Financial Planning August 1, 2010 Bob Veres	The Equity Problem A new report offers two kinds of advice: how to build enterprise value in your firm, and how to evaluate deal structures when you eventually decide to transfer ownership.
Investment Advisor October 2008 Dan Inveen	The Architects The best firms focus their business planning on the here and now, which makes their futures much brighter.
Financial Advisor April 2005 Tibergien & Pomering	The Challenge Of Growth Most financial advisory firms are too big and yet too small. The profession is at an entrepreneurial crossroads.
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
Financial Advisor June 2009 Roy Diliberto	Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees.
The Motley Fool June 18, 2010 Yochim & Moscovitz	Don't Let Washington Kill Shareholder Rights Eleventh-hour backroom deals are unacceptable.
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?
Foundation News & Commentary Nov/Dec 2005 William F. McCalpin	Stewardship, Sustainability and Strength Developing proxy voting guidelines at the Rockefeller Brothers Fund became a priority. Here's how and why.
Investment Advisor April 2008 Mark Tibergien	The Long and Short of Business Life Advisory firms can live on when their owners take steps to build continuity.
Financial Advisor January 2006 Joel Bruckenstein	Proxy Problems Simplified The Web-based PROXY Governance platform is a a technological solution for financial advisors' proxy-voting woes.
Financial Advisor October 2006 David J. Drucker	The Equity Fallacy You should have a clear vision of where you want to take your financial firm, including your own succession plan; hire to meet that growth objective, determining whether dedicated or entrepreneurial employees (or some combination of the two) will get you there; and devise the appropriate incentives.
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?
The Motley Fool December 7, 2011 Alyce Lomax	When to Say When on Pay Surprise: shareholders and managements disagree on when to say when.
Financial Advisor October 2007 Rebeca Pomering	The Year Of Making A Million Smart financial advisory firms leverage staff to earn outsized income. Here's how.
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
Investment Advisor June 1, 2011 Angie Herbers	Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems.
The Motley Fool May 5, 2006 Selena Maranjian	Think Twice Before Agreeing With Management Did you know that companies in which you own stock may be doing things you don't like, and you may be giving them your blessing? Investors, proxy voting probably doesn't work the way you think it does.
The Motley Fool July 22, 2011 Alyce Lomax	Shareholder Majorities Win Major Victories Policies that encourage better boards have gained traction in 2011.
The Motley Fool May 26, 2004 Bill Mann	Not So EZ How'd you like to hold a stock where your opinion means exactly nothing? Meet EZCorp, operator of a network of pawnshops.
Registered Rep. December 4, 2006 Kevin Burke	FIA Urges NASD Committees to Revise Merger Small broker/dealer firms are trying to slow the proposed merger between the NASD and NYSE Regulation, saying that it's being pursued too hastily and the consequences are not clear.
Registered Rep. October 1, 2012 Philip Palaveev	Making Partner How to add partners to create a team advisory practice. (Oh, if you aren't growing, you are not team-ready.)
The Motley Fool April 5, 2010 Jeffrey Morgan	Corporate America Wants Your Vote Why we should all care about corporate governance.
Financial Advisor March 2005 David L. Lawrence	Merging Options Five steps may help you avoid pitfalls and make your financial advisory practice merger a success.
The Motley Fool May 13, 2005 Tim Beyers	Time to Get Out the Vote A full slate of annual meetings is upcoming. If you're an owner, it's time to crack those proxies and go vote.
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Financial Advisor October 2004 Chaplin & Giachetti	Contingency Planning And Rule 206(4)-7 What must a financial advisor do to comply?
The Motley Fool April 11, 2007 David Lee Smith	Clear Channel May Need a Sweetener The proposed private equity buyout of Clear Channel Communications may be doomed. Investors need to monitor the media company's progress carefully.
Investment Advisor January 1, 2011 Thomas D. Giachetti	Keeping Political Contributions Compliant A new rule on political contributions by investment advisors may make donations dangerous.
Investment Advisor April 2006 Bob Clark	Clark at Large: Is Bigger Really Better? Before you rewrite your strategic plan based on Moss Adams's new research, think about why you became an independent advisor in the first place.
CFO September 1, 2010 Joseph McCafferty	Who's in Charge Here? Listening to shareholders is easy. Making sense of their concerns is not.
Investment Advisor August 2008 Angela Herbers	Hop Off the Bus, Gus The number one problem faced by most advisory firms these days is employee turnover, resulting from poor hiring and poor management.
The Motley Fool December 22, 2010 Alyce Lomax	Activists End the Year Fighting Here's a prediction for next year: More big battles are brewing on the corporate governance front.
The Motley Fool December 8, 2004 Rich Smith	Canadian Gold Doesn't Glitter Gold Fields shareholders reject merger with Iamgold. Shares of both companies fall.