Liana Roberts

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  The 2012 Broker-Dealer Presidents’ Poll

  By John Sullivan, AdvisorOne, Liana Roberts  |  May 22, 2012

  Investment Advisor magazine asked the presidents at top broker-dealers about challenges to their business, their reps and their futures.

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  Investment Advisor’s 2012 Broker-Dealer Reference Guide

  By John Sullivan, AdvisorOne, Liana Roberts  |  May 22, 2012

  Europe, regulation, margin squeeze, market volatility, succession planning and … oh yes, the day-to-day pressures of running a business.

• My Brush With Fame: The Stanford Financial Scandal

  By Liana Roberts  |  March 2, 2009

  The events of the past few weeks have been remarkable to say the least. First, when the Stanford Financial scandal broke, I contacted my editor...

• Settling Into the New Office

  By Liana Roberts  |  February 2, 2009

  In the continuing story about setting up my new office, we bought the last few pieces of art and other decorative items, but still needed...

• Independence--Something to Consider!

  By Liana Roberts  |  December 13, 2008

  Having worked for a large wirehouse and a large bank, I am familiar with the culture of both types of institutions. It's a culture which...

• Your Best Partners

  By Liana Roberts  |  April 1, 2006

  Technology for financial advisors has come a long way in recent years, but probably remains the most complained-about aspect of running an advisory practice. After...

• Still Kicking

  By Liana Roberts  |  March 1, 2006

  Survivorship, or second-to-die, insurance serves a multiplicity of purposes in planning--everything from funding trusts to wealth accumulation--but one of its most popular selling points has...