Of Oil Prices and Money Management
By Mike PattonI've been thinking a lot about strategies to improve efficiencies in managing client assets. What brought me to this point was the price of oil...
December 14, 2009
How I Keep My Financial Plans DynamicI consider a significant part of my value offering to clients to be the unique financial planning analysis I provide. Moreover, the specific tool I...
December 11, 2009
Financial Reform Bill Approved: House Vote Is 223-202FINRA will not have oversight of advisors associated with B/Ds, for now.
December 11, 2009
The Process of EliminationAfter thinking more about the two reregulation bills working their way through Congress, it occurs to me that there is a faint silver lining on...
December 07, 2009
The Week From Tech HellI'm a firm believer that everything happens for a reason. I have also learned that being an independent advisor can sometimes be as challenging as...
December 01, 2009
LPL Holdings Lawsuit: No Change in Pac Life Access, CU StaffLPL said it bought the three companies from Pacific Life in 2007 for nearly $100 million.
December 01, 2009
Catching Up With...Gary GallagherGary Gallagher jokes that while he recently was given a new title that's longer than the old one he held at LPL Financial, "that doesn't...
December 01, 2009
Commonwealth Financial & Advisors Give, GrowFor its recent national conference in Orlando, Fla., 60-plus Commonwealth Financial Network advisors and staff built townhomes in cooperation with Habitat for Humanity for...