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By James J. Green, AdvisorOne |
April 30, 2013
According to the Fiduciary Network CEO, the vast majority of advisory firms have no economic value.
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By Bob Clark, AdvisorOne |
February 25, 2013
A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.
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By Bob Clark, AdvisorOne |
June 12, 2012
Mark Hurley's prediction that the RIA community will consolidate into 40 to 50 mega-firms may be effected by FINRA taking oversight of advisors. Maybe that's not a bad thing?
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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.
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By Bob Clark, AdvisorOne |
November 1, 2010
A constant theme in Mark Hurley's work is questioning the value of smaller advisory practices.
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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...
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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...