Brent Brodeski

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  The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  Go to any conference where registered investment advisors meet, and it’s clear from the buzz in the room that RIAs like to talk.

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  Savant Capital Enters Online Planning Space

  By John Sullivan, AdvisorOne  |  May 13, 2013

  Does online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.

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  What’s an RIA’s Ideal Model? (Hint: It’s About the Money)

  By Joyce Hanson, AdvisorOne  |  May 9, 2013

  For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.

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  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  What’s Your Advisory Firm Worth? Successful RIAs Reveal Secret of True Value

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  Six top RIAs from the aRIA Group think tank consider how advisors can grow the value of their business based on variables such as cash flow, organic growth and risk.

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  Advisors: Don’t Run Your Business Like an ATM

  By Gil Weinreich, AdvisorOne  |  November 12, 2012

  Most advisors fall into the “annuity trap” of treating their business primarily as a source of current income rather than building “real enterprise value,” the Alliance for RIAs advisor study group warns.

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  Top RIAs Identify 4 Most Critical Challenges for Advisors

  By Joyce Hanson, AdvisorOne  |  September 11, 2012

  If you, the advisor, are the core value of your business, it will be worth little when you try to sell. The Alliance for RIAs addresses this issue and three other areas of concern in maintaining value and relevance as an independent.

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  Two Big RIAs, Savant and Monitor Group, to Form $2.7B National Firm

  By James J. Green, AdvisorOne  |  April 26, 2012

  Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.

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  The Great Retirement Rethink

  By Ellen Uzelac  |  October 26, 2011

  Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...