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. 

• STAYING INVESTED...IN YOUR BUSINESS

  By Philip Palaveev, Fusion Advisor Network  |  December 1, 2008

  I believe that the single biggest mistake that wealth management firms can make today is to allow themselves to panic and stop investing in their...

• THE SEVEN DEADLY SIGNS

  By Philip Palaveev, Fusion Advisor Network  |  November 1, 2008

  There are much more formal definitions for the term "organizational culture," but my favorite is "what happens when no one is watching." In my experience,...

• The Essence of Independence

  By Philip Palaveev, Fusion Advisor Network  |  November 1, 2008

  The heavy hits taken by wirehouse firms during the last few months' turmoil have led many brokers who may have idly thought about going independent...

• Partnerships--A Leap of Faith

  By Philip Palaveev, Fusion Advisor Network  |  September 1, 2008

  Chess players often say that the perfect game ends in a draw. After a series of precisely calculated moves on both sides, the result is...

• The Case for Commissions

  By Philip Palaveev, Fusion Advisor Network  |  September 1, 2008

  I am not an advisor and have no expertise in how clients should be serviced. But as part of an overall treatment to help advisors...

• B/D or RIA? How to Decide for Yourself

  By Philip Palaveev, Fusion Advisor Network  |  September 1, 2008

  The investment advisory industry has become a complex labyrinth of "contractual models" and "platforms" that advisors are supposed to navigate in order to discover how...

• Firms struggle to define how to use them, where to find them and what to pay them.

  By Philip Palaveev, Fusion Advisor Network  |  July 1, 2008

  It must be confusing to be a Junior Advisor--on one hand being told that you are the future of the firm (and the industry) and...

• The New Model: The Fee-Only Broker/Dealer

  By Philip Palaveev, Fusion Advisor Network  |  June 1, 2008

  There is one overriding question for broker/dealers today: Who needs one, and why? After all, RIAs are prospering quite nicely without having to use the...

• Grow Your Own

  By Philip Palaveev, Fusion Advisor Network  |  October 1, 2007

  Do you want to be successful? Our years of experience at Moss Adams consulting to top advisors and gauging the entire industry through our exhaustive...