Alexandria Financial Associates

• Tall Order

  By Melanie Waddell, AdvisorOne  |  June 1, 2004

  Compliance. It's the buzzword of the day. Attend an industry conference, and you'll notice that the compliance sessions are standing room only. It's no wonder....

• What's in a Name?

  By Melanie Waddell, AdvisorOne  |  August 1, 2003

  Quick, define the term "fiduciary." While financial planners of all stripes are familiar with the word, many would likely hem and haw when it comes...

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  The First Annual IA 25: 2003

  By Editorial Staff  |  May 1, 2003

  Listing the most influential people within any profession is a daunting task, but the job is particularly difficult within financial planning, where fierce independence is...

• Planners Who Switched, and Why

  By Melanie Waddell, AdvisorOne  |  October 1, 2002

  Some advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....

• Casting a Wide Net

  By Melanie Waddell, AdvisorOne  |  November 3, 2001

  Times may be tough for big brokers, but that isn't