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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.   |
Investment Advisor
June 2010
James J. Green |
Catching Up With... Greg Friedman of Private Ocean and Junxure. |
Registered Rep.
February 22, 2013
Philip Palaveev |
No More Practice Management It is time to forget many of the popular practice management axioms and look for deeper understanding of business management for RIAs. |
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. |
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. |
Registered Rep.
May 5, 2011
Lauren Barack |
Dropping Out of the Tech Arms Race The push to buy every technology bell and whistle that hits the financial service market can break the budget of any financial advisory. |
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. |
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. |
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. |
The Motley Fool
October 8, 2010
Ilan Moscovitz |
Stone Energy Shares Popped: What You Need to Know Stone Energy shares jumped 10% in trading today on normal trading volume. |
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 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. |
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. |
Investment Advisor
February 2009
James J. Green |
Future Shock, Under Control Many advisory firms are thriving despite the roaring bear market and deepening recession. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Registered Rep.
November 4, 2011
John Aidan Byrne |
Rep-as-Portfolio Manager Programs Taking Off Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients' assets by FAs acting as their portfolio managers clearly outpacing other fee-based management styles in the next three years. |
InternetNews
November 4, 2004
Michael Singer |
Stone Rolls Away From Novell Chris Stone, who was instrumental in Novell's acquisition of SUSE Linux, has left for other pursuits, the company said Thursday. No successor has been named. |
Inc.
September 2004
Riza Cruz |
Voyage of a Lifetime The owner of a small T-shirt company realizes a dream and breaks a record in the process. And the things he learned in business helped him meet the challenge. |
