Capital Analysts Incorporated

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.
Best of Times, Worst of Times

By James J. Green, AdvisorOne | June 1, 2009

The business is broken, accelerated by the crisis. We need a new model, because the old way of doing business is broken," says Bob Cogan,...
A Wealth Management Future?

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

In a discussion with Mark Tibergien this past summer, the conversation turned to people who not only clearly see the big picture now, but also...

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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.