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By John Sullivan, Advisorone |
December 20, 2011
Get a group of top advisors in a room for an hour and you have just enough time to get through one question. That’s what happened recently when Denver-based managed account provider Curian Capital invited AdvisorOne to an exclusive roundtable discussion with a sampling of the reps and broker-dealers with...
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By Ellen Uzelac |
February 1, 2008
Succession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...