practice management tools

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  Genworth Sells Wealth Management Unit for $412.5M

  By James J. Green, AdvisorOne  |  March 28, 2013

  Private equity firms Aquiline and Genstar to acquire GFWM and alternatives firm Altegris; management team, including CEO Gurinder Ahluwalia, to stay in place

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  Should Practice Management Really Be Eligible for CE? Part 1

  By Michael E. Kitces  |  September 6, 2012

  Who wants a doctor who skipped classes on the latest medical treatments to instead learn about marketing or a new billing software?

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  Tech Eminence

  By Chip Kispert, Marshall Levin, Peter Montoya  |  March 26, 2012

  As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.

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  Practice Management Primer, Pt. 1: Definition and Process

  By Spenser Segal, ActiFi  |  August 31, 2011

  The principles to follow and steps to take to find solutions to any challenge presented by the markets and adapt to clients’ goals, even under changing conditions.