Mark Hurley

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  Mark Hurley: 5 Forces Changing the Economics of Wealth Managers

  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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  High Flyin’: Revisiting the Hybrid Model With HighTower

  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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  Boomerang: Will FINRA Oversight Force RIAs to the Next Level?

  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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  Advisor Mark Balasa Worries Clients Are ‘Preoccupied’ With Politics

  By James J. Green, AdvisorOne  |  March 29, 2012

  When Mark Balasa of Balasa Dinverno Foltz says in a conversational but concerned tone that he’s never seen clients exhibit such a “preoccupation with politics” as they do now, you pay attention.

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  Doing It Right

  By Bob Clark, AdvisorOne  |  July 28, 2011

  David Grau’s been a friend of mine since 2001, when I worked with him and his newly formed FP Transitions for a few years to brand their expertise in helping independent advisors realize the value in their practices.

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  Fidelity's Durbin Asks: Need Another Reason to Leave Wirehouses? Taxes?

  By James J. Green, AdvisorOne  |  June 6, 2011

  Fidelity white paper explores the taxation issues that arise when advisors switch business models from captive wirehouse to independent RIA.

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  Why “Small” Firms Are Plenty Valuable to Thousands of Advisors

  By Bob Clark, AdvisorOne  |  November 23, 2010

  Even if a bank or rollup venture doesn't have much interest in your firm, it still has great value to you, and to thousands of advisors like you.

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  On Small Firms, Mark Hurley, Valuation Is in the Eye of the Beholder

  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.

• Mark Hurley’s View Askew

  By Bob Clark, AdvisorOne  |  November 1, 2010

  A constant theme in Mark Hurley's work is questioning the value of smaller advisory practices.

• Mark Hurley on the Value, or Lack Thereof, of Your Practice

  By James J. Green, AdvisorOne  |  June 21, 2010

  Mark Hurley created a firestorm of criticism and soul-searching with a paper he co-wrote while at Undiscovered Managers in 1999.