Fiduciary Network

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  On Small Firms, Mark Hurley, Valuation Is in the Eye of the Beholder

  By Bob Clark, AdvisorOne  |  November 10, 2010

  Despite Mark Hurley's contention, at least the most vocal financial advisors agree with me that small advisory practices do indeed have value.

• Mark Hurley’s View Askew

  By Bob Clark, AdvisorOne  |  November 1, 2010

  A constant theme in Mark Hurley's work is questioning the value of smaller advisory practices.

• Options, Options, Options

  By David DeVoe, Schwab Advisor Services, David Devoe  |  July 1, 2010

  Big banks used to be the main acquirers of advisory firms, but in the past few years, the consolidators (such as Focus Financial Partners and...

• Exit planning strategies

  By Vanessa Drucker  |  January 1, 2008

  When David Bugen and his partners decided to establish a plan for an eventual ownership transfer of Regent Atlantic, their priority was to ensure their...