AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management
Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.
Grow Your Firm
In 2011, Investment Advisor published a practice management series on how to grow your firm featuring contributions from Philip Palaveev of Fusion Advisor Network; Spenser Segal of ActiFi and a member of the 2011 IA 25; and Susan Hirschman of SHE LTD.
Aa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. They’d saved $500,000. They had no debt. But it wasn’t enough to support the retirement they had dreamed about. The look in...
At FPA San Diego, Technology Roundtable Says Integration Has Arrived
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.
Succession Planning: BD vs. RIA; What Really Moves Markets: July Investment Advisor—Slideshow
July brings our succession planning issue.
TD Ameritrade Conference: ActiFi CEO Segal on Selecting the Best Advisor Software
A five-step, easy to follow process offered at TD's midday session.
Social Networking: Going Online Without Crossing the Line
Plagued with risk management concerns, Wall Street firms have been painfully slow to build out formal social media strategies. Some have blocked access to...