Brian Hamburger

• The Real Deal

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  October 1, 2008

  It would be hard to overemphasize the impact that technology has had on the success of independent financial planning. Those old HP-12Cs empowered the first...

• In Flux

  By James J. Green, AdvisorOne  |  September 1, 2008

  Regulators add valuation of private securities to their focus on the basics. Brian Hamburger says he gets up to five calls a day from wirehouse...

• B/D or RIA? The Case for the Registered Investment Advisor

  By Mike Patton  |  September 1, 2008

  I recently gave a presentation at a national conference contrasting the strengths and weaknesses of being an advisor in a wirehouse, at a bank, with...

• For Their Eyes Only

  By Elaine Robertson Demby  |  February 1, 2008

  Boys will be boys. Brian Hamburger has a client whose employees used email to conduct "bar-stool" conversations--that is, the kind of conversations that really should...

• What You Need to Know About Your E-mail

  By Staff Writer  |  June 1, 2003

  If securities regulators were to start enforcing e-mail retention rules today, independent advisors would in be big trouble. Based on my recent conversations with advisors...