First Clearing

• Clear Thinking

  By Jane Wollman Rusoff  |  April 1, 2011

• Dynamic Clearing

  By Jane Wollman Rusoff  |  April 1, 2010

  Tighter financial industry rules and regulations en route via the Obama administration have clearing firms psyched up and ready: They see the developments as a...

• Choose Your Partner

  By Jane Wollman Rusoff  |  April 1, 2009

  It's not a question of any port in a storm -- it's the right port ... in a tsunami. That's what independent broker-dealers are seeking...

• More than Just Clearing

  By Jane Wollman Rusoff  |  April 1, 2008

  Financial advisors are quick to call theirs a people-to-people business; and since they're out on the front lines, that's completely correct. But now some traditionally backstage...

• Symbiotic Relationships

  By Kathleen McBride, AdvisorOne  |  January 1, 2007

  When broker/dealers select a clearing firm to partner with, it pays to be choosy. This is one of the most critical relationships that any broker/dealer...