National Financial Partners

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  Palaveev Forms Team-Based Consulting Firm for Advisors

  By James J. Green, AdvisorOne  |  September 6, 2012

  The Ensemble Practice will focus on what Philip Palaveev says are the building blocks of the “future of the industry”—small ensemble practices looking to build businesses.

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  New Hire Roundup: Feldman Named Gold Bullion CEO

  By Marlene Y. Satter, AdvisorOne  |  July 18, 2012

  This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.

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  Six-Word Strategy: Catching Up with Jeff Montgomery

  By John Sullivan, AdvisorOne  |  December 28, 2011

  Just so we’re clear, AFAM stands for Al Frank Asset Management.

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  Broker-Dealer NFP Securities Changes Its Name, Sharpens Its Focus

  By James J. Green, AdvisorOne  |  March 2, 2011

  According to James Poer, over the past two to three years NFP Securities has quietly changed its focus.

• Multiple Choice

  By Mark Tibergien  |  March 1, 2011

  Every so often the trade publications feature a rash of articles about the success of roll-up firms focused on consolidating financial advisory practices.

• Who's Your Daddy?

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  September 1, 2008

  Maybe it's just me, but when one of our industry luminaries leaves their well-established position to take on a new job, it piques my curiosity....

• Changes

  By Staff Writer  |  January 1, 2008

  National Financial Partners named Daniel Young president and COO of NFP Securities, Inc., NFP's broker/dealer. Before joining NFPSI, Young was president and CEO of NYLIFE...

• The Art of the Deal

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  June 1, 2007

  Let's start with an easy one: How would you rate the following deal? An independent advisor is the sole owner of a wealth management practice...

• Real Deals

  By Mark Tibergien  |  June 1, 2007

  These are interesting times for financial advisory firms: There is an oversupply of capital chasing an undersupply of sellers. The last time this scenario existed...