Richard Stone

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  Planning to Merge Your RIA Firm? 5 Key Questions to Ask Yourself

  By Greg Friedman, MS, CFP  |  February 1, 2012

  Here are some key lessons I learned from merging my wealth management firm to form Private Ocean. For one, culture is more important than dollars and cents, but make sure you address these five core issues.

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  Schwab's Deep Impact

  By Janet Levaux, AdvisorOne, James J. Green, AdvisorOne  |  November 28, 2011

  If you want sound bites, Schwab Impact 2011 in San Francisco had them.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Schwab Recognizes Top Advisors, Firms at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The company also donated $45,000 to charity on behalf of the recognized advisors.

• Catching Up With: Greg Friedman

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

  The last time we spoke to Greg Friedman, he was among the cadre of advisors interviewed for the March 2009 cover story on how industry...

• A New Market Dominator Firm Arises in Northern California

  By James J. Green, AdvisorOne  |  May 8, 2009

  Friedman & Associates merges with Salient Wealth