technology systems

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  Solving Succession Planning Via M&A: Getting Started

  By Greg Friedman, MS, CFP  |  April 24, 2013

  If you’re thinking about your succession planning options, RIA firm owner, consider a merger or acquisition. But first ask yourself some important questions.

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  A Defense Against Unwelcome Growth: 2012 Advisor Growth by Design

  By Eliza DePardo, Dan Inveen  |  April 1, 2013

  Bouncing back from the Great Recession, advisory firms have returned to growth mode.

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  When to Call a (Non) Professional

  By Angie Herbers  |  April 1, 2013

  To maximize efficiency, create a fully functional back-office support group or, as we call it, “centralized client service and operations.”

• Raymond James-Morgan Keegan Fully Integrated

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  Raymond James said in early March it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems, and the Morgan Keegan brand had been retired.

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  Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends

  By Janet Levaux, AdvisorOne  |  February 28, 2013

  Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.

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  Nonprofits Under Pressure to Generate Revenue, Improve Programming

  By Michael S. Fischer  |  February 19, 2013

  Leaders of U.S. nonprofits are rethinking revenue, improving program results and expanding development initiatives this year, according to a new survey.

• Q2 ’12 Wealth Profits Top Year-Ago Results

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  Bank of America-Merrill Lynch reported profits of $2.5 billion for second-quarter 2012, or 19 cents a share, beating analysts’ estimates of 14 cents.

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  Morgan Stanley Profit Off 53% as MSSB Loses 1,053 Advisors

  By Joyce Hanson, AdvisorOne  |  July 19, 2012

  The Global Wealth Management Group, which includes the MSSB joint venture, reported a pretax profit margin of 12%, versus 11% in the prior quarter and 9% a year ago.

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  HighTower’s Weissbluth, IA 25 Honoree, Touted on CNBC

  By Joyce Hanson, AdvisorOne  |  May 15, 2012

  Investment Advisor magazine’s IA 25 honoree, HighTower Advisors CEO Elliot Weissbluth, celebrated his selection on CNBC’s “Squawk on the Street” program.