MarketCounsel Member Summit 2012

• 

  4 Keys to Successful Technology Integration

  By John Sullivan, AdvisorOne  |  September 16, 2012

  It’s gone from being a competitive advantage to a business necessity.

• Half of Advisors Now Use Tablet Devices: Schwab’s Hathi

  By John Sullivan, AdvisorOne  |  September 13, 2012

  Advisors must focus in on three areas: the CRM, the cloud and mobility.

• 

  Secret to Building a Lasting Firm: It’s Not All About You

  By John Sullivan, AdvisorOne  |  September 13, 2012

  If you were to die one night, would you leave behind a firm you would want managing your family’s money?

• 

  Philip Palaveev: ‘There Are No More Free Clients’

  By John Sullivan, AdvisorOne  |  September 13, 2012

  In a wide-ranging interview, Palaveev expanded on his announcement that he will start a consulting firm for “ensemble” practices.

• 

  HighTower Announces Turnkey Business Lines to Help Advisors With Move to Independence

  By John Sullivan, AdvisorOne  |  September 13, 2012

  The company is now the thirteenth fastest-growing company in the nation, CEO Elliot Weissbluth says.

• 

  MarketCounsel Sells MailBanc Messaging Unit to Global Relay

  By John Sullivan, AdvisorOne  |  September 13, 2012

  The summit features a "who’s who" of leading RIA firms and industry personalities.

• 

  Forget Commoditized Investment Advice, Says United Capital’s Duran

  By John Sullivan, AdvisorOne  |  September 13, 2012

  When Joe Duran mentions “big ideas,” he means it, something he implored attendees of MarketCounsel’s Member Summit 2012 to leave with and implement in their own practices.

• 

  Majority of Public Doesn’t Know RIA Model Exists: Advizent’s Goldman

  By John Sullivan, AdvisorOne  |  September 13, 2012

  Count on Charles Goldman to give it to you straight. The information he delivered made it abundantly clear why branding is so important.