Marie Swift

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  Mastering Social Media

  By Ellen Uzelac  |  July 26, 2011

  In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.

• At FPA Denver, Defining Advisor Value and Rebuilding Trust

  By John Sullivan, AdvisorOne  |  October 10, 2010

  An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.

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  Time for a Transition (II): Acquisition Time?

  By Marie Swift  |  October 21, 2009

  In the second of a series of articles, Marie Swift looks at the issues of acquiring an advisory practice and partially selling a book of business.

• The Future of Planning

  By Marie Swift  |  May 1, 2008

  In recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...