Patricia Hinds

  • 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.

  • Survey Says...

    By Nancy R. Mandell  |  April 20, 2009

    Financial education and a commitment to community and professional development define the goals of women who participated in Wealth Manager's 2009 Women in Wealth Management Survey.

  • Advisor Directed Trusts

    By Marie Swift  |  February 1, 2007

    How would you like to offer services akin to the nation's largest banks and trust companies -- with one key difference: You remain the central...