An Unromanticized Guide to Merging Advisory Firms
Greg Friedman shared lessons from Private Ocean's merger; another panelist at MarketCounsel conference discussed the unthinkable consequences of not having a succession plan.
Lucre Targets RIA Market With $64,500 Websites
You’ve heard of the $64,000 question. Here’s a $64,000—make that $64,500—answer to the problem of wealth firms whose websites all look the same.
Catching Up With...
You've heard about Greg Friedman perhaps in conjunction with Junxure, the CRM firm he co-founded, or the Your Silver Bullet technology integration initiative, or when...
Catching Up With: Greg Friedman
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
Friedman & Associates merges with Salient Wealth
The Future Is Now
When facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...
Schwab Announces 2007 Impact Award Winners at Conference
The winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...
The Problems of Growth
Growth has an unexpected downside for some wealth managers--they find their businesses encountering bottlenecks. The obstacles range from procedure to technology, but the result is...
Ideally, Gary Zaugg would chat with his computer, have it input client notes, and file appropriate details into the correct folders--all without the Virginia Beach,...