Succession Planning: BD vs. RIA; What Really Moves Markets: July Investment Advisor—Slideshow
July brings our succession planning issue.
New AdvisorOne Tool From ActiFi Offers Free Business Evaluations
Business Evaluator app designed by ActiFi and customized for AdvisorOne readers helps advisors evaluate their current practices and plan for the future
Spenser Segal, ActiFi: The Extended 2011 IA 25 Profile
For some time now, most advisors have understood that the key to growth, the key to success, is to turn their practices into businesses.
Follow the Leaders: The 2011 IA 25
In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.
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.
The Future of Advice
ActiFi Rolls Out DecisionMark Benchmarking App to Zero Alpha Group
Tool allows real-time business benchmarking; integrates with CRM systems.