Don Patrick

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  Time for a Transition (VII): RIA Starter Kit

  By Marie Swift  |  March 17, 2010

  A look at the major issues worth considering, before an advisor makes a move to independent RIA status.

• Happy New Year!

  By Marie Swift  |  January 1, 2009

  It's always a good idea to think about business strategy at the beginning of a new year. But given everything we've been through in 2008,...

• Passing the Baton

  By Marie Swift  |  August 1, 2008

  Most small-business owners don't have an exit strategy -- and that's just as true for financial advisory firms as it is for their business-owner clients....

• Advisor of the Year Finalists

  By John Sullivan, AdvisorOne  |  April 1, 2006

  We knew starting out that deciding on the Boomer Market Advisor of the Year was going to be tough, but no one on the selection...