Philip Palaveev, Fusion Advisor Network

About the Author

Philip Palaveev, Fusion Advisor Network

Philip Palaveev is president of Fusion Advisor Network, a membership organization of leading independent advisory firms. Fusion provides business management consulting, marketing, technology optimization, human resource guidance, benefits, and situational support for equity transactions. The firm advocates on behalf of its members to provide access to best-of-breed platforms and vendors, including NFP Securities, Inc. 

• Where are the Referrals?

  By Philip Palaveev, Fusion Advisor Network  |  October 28, 2009

  Many firms are finding it difficult to get growing again.

• Top Wealth Managers: A "Game of Inches"

  By Philip Palaveev, Fusion Advisor Network  |  September 29, 2009

  Why is it that some former top firms are no longer on the Top Wealth Manager's list?

• Tortoise or Hare

  By Philip Palaveev, Fusion Advisor Network  |  September 1, 2009

  When it comes to which business model--a corporate owned advisory firm or a partnership--is most appealing to investors and which to advisors, it's clear that...

• Win-Win

  By Philip Palaveev, Fusion Advisor Network  |  September 1, 2009

  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...

• The Palaveev Manifesto

  By Philip Palaveev, Fusion Advisor Network  |  August 1, 2009

  Following is an excerpt from an article by Philip Palaveev, president of Fusion Advisor Network, formerly of Moss Adams, and a regular contributor to Investment...

• A Re-Done Deal

  By Philip Palaveev, Fusion Advisor Network  |  June 1, 2009

  Yet even in the most uncertain and difficult situations, it is clear that the dialogue between the affected parties will have to begin today. Delaying...

• Don't Quit on Me Now

  By Philip Palaveev, Fusion Advisor Network  |  April 1, 2009

  The higher you climb, the farther you fall. We went as a profession and an industry from the heights of income, valuation and prestige in...

• Supporting the CSA

  By Philip Palaveev, Fusion Advisor Network  |  March 1, 2009

  The position of client service administrator (CSA) has not only become pervasive throughout the wealth management industry, but has also become the backbone of many...

• Where Were You? Who Are You?

  By Philip Palaveev, Fusion Advisor Network  |  February 1, 2009

  Wealth management and investment management have always had a complex relationship: On one hand the concept of wealth management is meant to be juxtaposed--or even...

• CAREERS IN TIMES OF RECESSION

  By Philip Palaveev, Fusion Advisor Network  |  January 1, 2009

  As much energy and empathy as we are all spending on our clients, we may be overlooking another group of stakeholders whose portfolios have been...