Atul Kamra

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  Clearing Firms’ Expanded Mission

  By Jane Wollman Rusoff  |  March 26, 2012

  Financial advisor Bruce G. Allen, who catered to HNW individuals in Denver, staunchly survived the 2008-09 financial crisis and was ready to embark on a growth program — only problem was, he didn’t know how to do that.

• Towers of Strength

  By Jane Wollman Rusoff  |  September 1, 2010

  In the aftermath of dreadful 2008 and 2009, staunch, stable clearing firms are not only being appreciated but touted by financial advisors to clients. Indeed, with...

• Dynamic Clearing

  By Jane Wollman Rusoff  |  April 1, 2010

  Tighter financial industry rules and regulations en route via the Obama administration have clearing firms psyched up and ready: They see the developments as a...

• Keeping Clearing Clients Happy

  By Jane Wollman Rusoff  |  September 1, 2007

  Freud famously asked: What do women want? Women, of course, want what clearing-firm clients want: to be listened to. Listening is a simple concept; yet...

• Solution Providers

  By Jane Wollman Rusoff  |  April 1, 2007

  Today's changing financial services industry is faced with a stunning number of new challenges. But clearing firms -- duking it out in their ever-shrinking arena...