Dan Inveen

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  The Necessity of Growth

  By Eliza DePardo, Dan Inveen  |  February 1, 2011

  For the typical advisory firm, revenue and profitability stabilized in 2010 and, in many cases, returned to familiar and very comfortable pre-2008 levels.

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  Ready to Grow Again

  By Dan Inveen, Eliza DePardo  |  October 1, 2010

  In 2009, revenues dropped 9.5% and operating profit shrank seven percentage points to an 11% margin for the typical independent advisory firm, according to the...

• People and Pay: Use the Lebron Rule of Retention

  By Dan Inveen, Eliza DePardo  |  September 1, 2010

  When LeBron James announced his game-changing move to the Miami Heat from his once beloved Cleveland Cavaliers, owners, players, fans and even casual observers took...

• The Business of Advice: Paying to Fail

  By Dan Inveen, Eliza DePardo  |  June 1, 2010

  Everyone has heard the old adage "you get what you pay for." Applying this maxim to an advisory firm leads to the conclusion that more...

• Structuring for Success

  By Dan Inveen, Eliza DePardo  |  March 1, 2010

  As football fans are well aware, the New Orleans Saint overtook the Indianapolis Colts to win this year's NFL Super Bowl championship. To outperform the...

• People & Pay

  By Dan Inveen, Eliza DePardo  |  November 1, 2009

  Investment Advisor readers can purchase a specially priced copy of the complete FA Insight Study by visiting www.fainsight.com. Click on "Order" and enter the discount...