Time for a Transition (XIII): Redefine Your Value
A look at how some advisors have thrived recently, despite a spate of financial scandals and ongoing economic turmoil.
Making a Difference
CEO-PRESIDENT, AMERICAN FINANCIAL NETWORK, Calabasas, CALIF.; AUM: $1.2 billion HIS FIRM'S FOCUS: "We bridge the gap between businesses and the people who own them." Here's...
Passing the Baton
Most small-business owners don't have an exit strategy -- and that's just as true for financial advisory firms as it is for their business-owner clients....