Capital Analysts

Capital Analysts Adds Shore Morgan Young to Flat-Fee Affiliation Model

By Janet Levaux, AdvisorOne | May 13, 2011

The deal with Shore Morgan Young means that Capital Analysts has more then $8 billion in assets and over 330 affiliated financial advisors.
Video: The Freedom to Be a Fiduciary

By John Sullivan, Advisorone | November 8, 2010

Matt Lynch, president and CEO of Capital Analysts, explains the "freedom to be a fiduciary," and shares how he's helping his advisor partners take on...
Transparently Better?

By Olivia Mellan | November 1, 2010

After the traumatic events of the last few years, some of your clients may be experiencing a crisis of confidence in our economic system, institutions and leaders.
Advice to the SEC

By Melanie Waddell, AdvisorOne | August 1, 2010

When it comes to the fiduciary standard, and the six-month study that the SEC will conduct to determine whether brokers should be held to such...
Capital Analysts Hires Former FPA President

By Kathleen McBride, AdvisorOne | April 27, 2010

Jim Barnash to develop branches, advisors; firm recruits large wealth manager, too.

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.