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By Joyce Hanson, AdvisorOne |
May 1, 2012
The things that advisors love about independent broker-dealers also give rise to the problems that make survival difficult in the channel, according to a Cerulli report.
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By James J. Green, AdvisorOne |
September 9, 2011
Former TD Ameritrade marketing director will provide marketing consulting services to advisors affiliated with Fusion Advisor Network, led by Philip Palaveev and Stuart Silverman.
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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.
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By James J. Green, AdvisorOne |
July 2, 2010
company formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
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By James J. Green, AdvisorOne |
May 1, 2010
When we last reported on a conversation with Jeff Montgomery in these pages, the former NFP Securities honcho had recently become CEO of Al Frank...
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By John Sullivan, Advisorone |
February 1, 2010
Why aren't more so-called "comprehensive" advisors handling insurance in-house? Can they really get a clear understanding of a client's financial picture if the insurance portion...
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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....
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By Staff Writer |
March 1, 2008
Jeff Montgomery, CEO of National Financial Partners Securities, announced his resignation from the company and from his position as COO of National Financial's business unit,...
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By James J. Green, AdvisorOne |
March 1, 2006
Greeting attendees at the second annual Financial Services Institute's Broker-Dealer Conference on January 23, conference chair Jeff Montgomery noted that FSI "got here as fast...
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By James J. Green, AdvisorOne |
January 24, 2006
Broker/dealer group has made great strides in short amount of time
