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Registered Rep. June 7, 2011 Diana Britton	Advisor Group in Talks to Acquire Smaller B/D Independent broker/dealer network Advisor Group is talking to a number of small and mid-sized broker/dealers that the company would consider purchasing.
Financial Advisor September 2008 Rebecca Pomering	Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous.
Registered Rep. June 16, 2014 Mindy Diamond	When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had.
Financial Advisor May 2005 David J. Drucker	Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying?
Registered Rep. November 1, 2002 Jonathan Arfa	Breaking Up Is Hard to Do Brokers partner up for a variety of reasons. Some kind of contract is needed when a partnership between members of a team of brokers is formed, whether it be between a senior broker and junior colleagues or just between two seasoned brokers. Brokers should consider this contract seriously.
Registered Rep. July 1, 2013 Phillip Flakes	Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan.
Financial Advisor June 2005 David J. Drucker	The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right?
The Motley Fool December 16, 2010 Andrew Bond	One Bankruptcy, 2 Crucial Lessons Benjamin Graham discussed newly bankrupt A&P in his legendary value investing book.
Financial Planning June 1, 2008 Elizabeth O'Brien	Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.
Registered Rep. July 23, 2012 Diana Britton	Virgin Banks Few community banks and credit unions offer wealth management services to their customers. But many of these firms are struggling and looking for new sources of income. Broker/dealers are finally tapping these untouched firms with revenue-sharing partnerships.
Investment Advisor June 2008 Philip Palaveev	The New Model: The Fee-Only Broker/Dealer Independent broker/dealers must tackle head-on the causes of their frustration if they wish to survive.
Registered Rep. April 27, 2011 Diana Britton	Poll: Do Recruiters Promise Too Much? A former Raymond James advisor recently filed suit against the broker/dealer claiming an internal recruiter misrepresented the support, technology and compensation the firm could deliver.
The Motley Fool May 31, 2005 Tim Beyers	2 Things I Learned From Benjamin Graham Warren Buffett's mentor pioneered the idea of buying stocks on sale, and his books have provided dozens of lessons for investors over the years. The author shares two that have changed his investment life.
Financial Planning April 1, 2006 Ryan Duey	The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.
Financial Planning May 1, 2008 John J. Bowen	The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors.
The Motley Fool March 14, 2011 Esterhuizen & Sellitti	Benjamin Graham's Equation: Finding the Most Undervalued High Yield Dividend Stocks One way to determine a stock's value.
The Motley Fool August 16, 2006 Chuck Saletta	Foolish Book Review: The Intelligent Investor Get inside the mind of Warren Buffett's investing mentor. The lessons embedded in Benjamin Graham's The Intelligent Investor are an absolute must for anyone with money in the stock market.
Financial Advisor December 2006 Pomering & Littlechild	Using Client Feedback To Unlock Client Value How can you use client feedback to unlock client value in your financial advisory business?
The Motley Fool January 5, 2011 Chuck Saletta	Would Benjamin Graham Approve of These Stocks? We've created the beginnings of a portfolio based on Benjamin Graham's intrinsic value investing criteria.
Registered Rep. June 3, 2013 Abby Salameh	The Anatomy of a Marketing Plan You can talk as much as you want to about a strategy for growth, but it's the execution that really matters.
Investment Advisor October 2008 Mark Tibergien	The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox.
Entrepreneur May 2007 Kristin Ohlson	Crafty Cause Raising awareness for a cause helped this handbag-maker raise her profile.
The Motley Fool July 7, 2004 Tim Beyers	Loving the Limit Limit orders effectively tell your broker to go bargain hunting for you. Your order is filled when someone agrees to your terms. Here's how to use them.
OCC Bulletin September 5, 2002	Investment Portfolio Credit Risks: Safekeeping Arrangements This guidance alerts banks to the potentially significant credit risks they incur when safekeeping investment portfolio assets with third parties, such as brokers, broker/dealer firms and banks.
The Motley Fool January 27, 2004 David Forrest	Valuing the Biggest and the Best Some old-school insight into the new economy stocks.
BusinessWeek January 9, 2006 Arlene Weintraub	Bucking The Odds at Amylin With Ginger Graham at the helm, Amylin Pharmaceuticals has two approved diabetes drugs.
Financial Planning June 1, 2009 John J. Bowen Jr.	Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations.
Registered Rep. March 31, 2015 Matt Oechsli	Upping the Referral Game How do elite financial advisors develop effective referral alliances?
Investment Advisor October 2010 Thomas D. Giachetti	Custody: Why You May Actually Have It Advisors responsibilities have changed under the SEC's new custody rule.
The Motley Fool April 15, 2004 Seth Jayson	Looking for Graham Crackers Searching for old-school value stocks in a hot market is like hunting those mythical snipe.
The Motley Fool September 6, 2011 Becca Lipman	Investing 101: Large-Cap Stocks Undervalued by Graham's Equation Do you think these names offer the stability and growth potential you're searching for?
The Motley Fool May 5, 2010 Matt Koppenheffer	The Great Investing Wisdom That Wall Street Forgot It's a key part of Ben Graham's investing formula. With thousands of stocks out there, how do we separate the value plays from the throwaways?
Registered Rep. March 1, 2008 Anne Field	The Accountant Down the Hall These days, the Holy Grail for financial advisors is to form an official bond with a reputable accounting firm. Simply cultivating a few CPAs willing to send you the occasional client no longer cuts it.
On Wall Street September 1, 2011 Alan J. Foxman	To Share Or Not to Share (Revenue) I'm preparing to merge my small brokerage firm with a registered investment adviser. Do we have to wait for FINRA approval before we can close the transaction?
Bank Systems & Technology August 5, 2004 Vicki Gerson	Online Bill Pay Adds to the Bottom Line Commerce Bancorp looked to Corillian to develop an online bill payment system into a profitable endeavor that improves customer satisfaction.
The Motley Fool July 20, 2005 Chuck Saletta	Beat the House at Its Own Game Investing will always be risky. You can't eliminate that, but you can tilt the odds in your favor with value investing.
AskMen.com September 15, 2002 Donald Morrison	Finding An Accoutant If you're a small business owner or just a guy who gets confused come tax time, you'll want the help of a professional accountant. This article will help you find one.
Fast Company April 2014	Free Idea: Will the Next Big Thing Be Cash for Kindness? Each month, we bring you a business idea that could be worth a billion dollars -- no charge. Graham Hill, founder of TreeHugger.com, thinks you have to give money to get it.
Salon.com November 21, 2000 David Rubien	Rev. Billy Graham At 82, the Elvis (and Marshall McLuhan) of preachers is still the king of ecumenical evangelism.
Investment Advisor July 2006 Jamie Green	Show Me, Show Them Stuart Zimmerman's constancy of though and consistency of application have propelled him and the companies he's help found to the top of not just the CPAs-turned-planners field, but the RIA marketplace in general in just 12 years of business. Here's an interview.
The Motley Fool May 9, 2005 Jim Schoettler	Be Like Buffett Learn how Warren Buffett melded others' investment styles into his own winning approach and how this can work for you, too.
The Motley Fool August 14, 2006	Meet Benjamin Graham Many investors hold Warren Buffett, arguably America's greatest investor, in the highest esteem, and rightfully so. But whom might you find on Warren's own pedestal?
Investment Advisor September 2008 Philip Palaveev	B/D or RIA? How to Decide for Yourself To help make the decision between the registered independent advisor and broker/dealer approach, first ask yourself where you belong.
On Wall Street July 1, 2013 Todd Colbeck	Mining Your Professional Network Customize your approach to other types of professionals to increase your chances of getting referrals.
BusinessWeek August 11, 2003 Robert Barker	Summer Reading Worth Investing In? If only we could read our way to wealth. Then, by my calculations, I would've turned the pages of enough become-a-better-investor books to split my time between homes in Paris and Fiji, and endow three university chairs. Alas, no. Just the same, some of these books are valuable.
Financial Advisor July 2005	Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience...
Inc. June 2009 Max Chafkin	The Start-up Guru: Y Combinator's Paul Graham Paul Graham's business school and investment fund, Y Combinator, has launched 145 companies -- for a lot less money than you would think.
Investment Advisor February 2007 Mark Tibergien	No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers.
Registered Rep. October 17, 2012 Jerry Gleeson	The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult.
The Motley Fool December 15, 2011 Rebecca Lipman	Investing 101: 10 Mega-Cap Stocks Most Undervalued By Graham Do you think these stocks are truly undervalued?