Peter Wheeler

• IA Interview: Changing of the Guard, Sort Of

  By James J. Green, AdvisorOne  |  March 1, 2009

  At the recent Financial Services Institute conference in San Antonio in January, an experienced executive from a Massachusetts-based broker/dealer suggested that the CEO of his...

• Commonwealth Aims for Controlled Growth

  By Janet Levaux, AdvisorOne  |  December 1, 2006

  (Phoenix) Commonwealth Financial Network wants to maintain its identity despite some serious expansion, say executives attending the broker-dealer's recent national conference, held Oct. 26-30 at...

• Welcome to the Family

  By Melanie Waddell, AdvisorOne  |  October 1, 2005

  Becoming a wealth manager. It's an issue that more and more independent advisors are grappling with these days as industry consultants continue to warn them...

• Keeping Up

  By James J. Green, AdvisorOne  |  June 1, 2005

  Twenty-five years ago, Investment Advisor was founded. Fifteen years ago, IA ran its premiere directory of independent broker/dealers. Much has changed over that time, and...