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