Contemporary Financial Solutions

• A Word of Thanks

  By Staff Writer  |  September 1, 2007

  The Investment Advisor editorial staff wishes to extend special gratitude to the leaders of the 2006 Broker/Dealers of the Year for their willingness to share...

• IA's B/D Advisory Board Speaks

  By Kathleen McBride, AdvisorOne  |  June 1, 2007

  Just in time for this Broker/Dealer Special Report, Investment Advisor convened a conference call in May with the IA Broker/Dealer Advisory Board, composed of the...

• Good News/Bad News

  By Staff Writer  |  September 1, 2006

  While no one likes to finish second in any contest, when it comes to the Broker/Dealers of the Year contest, it's not only those who...

• Division I

  By Staff Writer  |  September 1, 2006

  Contemporary Financial Solutions Year founded: 2003 Producing reps: 96 Est. gross revenue (2006): $1.4 million Avg. annual gross production per rep (2005): $12,000 Ratio of reps to home office: 48 to...

• Contemporary Financial Solutions

  By Kathleen McBride, AdvisorOne  |  September 1, 2006

  When it comes to an innovative business model, West Palm Beach, Florida-based Contemporary Financial Solutions may have the most unique business plan: it welcomes lower...

• Best in the Business

  By Staff Writer  |  September 1, 2006

  The independent broker/dealer world is as diverse as its thousands of independent contractor representatives. From large to small, from new to well-established, from homes for...

• A Transitions B/D

  By Staff Writer  |  June 1, 2006

  What happens if a representative becomes disabled or passes away? "Normally the broker/dealer would retain all commissions, and the surviving spouse or beneficiary would receive...