Geneos Wealth Management

• 

  Making the Case for Midsized Broker-Dealers

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  April 1, 2011

  Over the course of the last year, fraudulent alternative investments have brought down not only small broker-dealers but also midsized firms such as QA3.

• Top Five Really Alternative Investments

  By John Sullivan, AdvisorOne  |  September 24, 2010

  If the current crop of alternative offerings just isn't doing it for your more adventurous clients, here is a list of exotic investments more suited to their liking.

• Optimists: The 20th Annual Broker/Dealers of the Year

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  September 1, 2010

  Our Broker/Dealer of the Year survey has come of age. Twenty years of change, innovation, regulation, boom, bust (and boom again) in the independent...

• Fantastic 5

  By James J. Green, AdvisorOne  |  September 1, 2005

  Broker/dealer representatives are honest when it comes to evaluating their own broker/dealers, but when given anonymity, as they have been in Investment Advisor's annual Broker/Dealer...

• IA Readers Pick 15th Annual Broker/Dealers of the Year

  By James J. Green, AdvisorOne  |  August 1, 2005

  Five winners are chosen by biggest voter turnout ever

• A Few Good Reps

  By Marlene Y. Satter, AdvisorOne  |  January 1, 2003

  George Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...