ActiFi

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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  Pursuing Practice Excellence: The Advisor Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  Practice management is a struggle for nearly all advisors.

• Tech Execs Look to the Future: TD Ameritrade Conference

  By John Sullivan, Advisorone  |  February 3, 2012

  A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.

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  Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition

  By James J. Green, AdvisorOne  |  January 6, 2012

  Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.

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  AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management

  By James J. Green, AdvisorOne  |  December 1, 2011

  Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.

• Grow Your Firm

  By Editorial Staff  |  November 21, 2011

  In 2011, Investment Advisor published a practice management series on how to grow your firm featuring contributions from Philip Palaveev of Fusion Advisor Network; Spenser Segal of ActiFi and a member of the 2011 IA 25; and Susan Hirschman of SHE LTD.

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  Ramping Up

  By Ellen Uzelac  |  September 29, 2011

  Aa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. They’d saved $500,000. They had no debt. But it wasn’t enough to support the retirement they had dreamed about. The look in...

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, Advisorone  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.

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  Succession Planning: BD vs. RIA; What Really Moves Markets: July Investment Advisor—Slideshow

  By Editorial Staff  |  June 27, 2011

  July brings our succession planning issue.

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  TD Ameritrade Conference: ActiFi CEO Segal on Selecting the Best Advisor Software

  By John Sullivan, Advisorone  |  February 4, 2011

  A five-step, easy to follow process offered at TD's midday session.