Greg Friedman

• A New Market Dominator Firm Arises in Northern California

  By James J. Green, AdvisorOne  |  May 8, 2009

  Friedman & Associates merges with Salient Wealth

• Game Changer

  By Staff Writer  |  May 1, 2009

  If you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...

• The Future Is Now

  By Staff Writer  |  February 1, 2009

  When facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...

• Future Shock, Under Control

  By James J. Green, AdvisorOne  |  February 1, 2009

  "When this is over, you'll still be running your firm, facing these same challenges." The speaker was Mark Tibergien; the occasion was the December Investment...

• Upgrades

  By Kara P. Stapleton  |  November 1, 2008

  CRM Software, which makes the CRM application Junxure, is getting into the practice management consulting business through the Junxure Solutions Group, which CRM President Greg...

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  Watch List

  By James J. Green, AdvisorOne  |  May 1, 2008

  Over the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...

• Innovate and Differentiate

  By Staff Writer  |  April 1, 2008

  "Innovation drives profits," Steve Forbes told the attendees of the Raymond James Financial Services annual conference in mid-March, citing as one example the phenomenally popular...

• Special Technology Articles

  By Staff Writer  |  February 1, 2008

  Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...

• Laserfiche Integrates With Junxure CRM

  By James J. Green, AdvisorOne  |  October 25, 2007

  Laserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced Oct. 25 they have integrated their two applications, providing a means of improved efficiency to advisors by giving users of Junxure one-click access to Laserfiche documents.

• The Problems of Growth

  By Ed McCarthy, CFP  |  October 1, 2007

  Growth has an unexpected downside for some wealth managers--they find their businesses encountering bottlenecks. The obstacles range from procedure to technology, but the result is...