Mariner Wealth Advisors Acquires CBIZ Wealth Management
By John SullivanCBIZ to be rebranded under the Mariner name within a year.
January 01, 2011
If You Want Something Done, Ask a Busy PersonWhen I work with advisors on consulting projects, I have only one requirement: You have to talk to me over the phone every other week for one hour.
December 28, 2010
Chuck Schwab Recuperating Following Heart SurgeryCompany says Schwab Corp. chairman is 'resing comfortably and recuperating'
December 27, 2010
Will the iPhone Change My Practice, and Professional Advice?Advisor Mike Patton has a new companion on his Road to Independence: an iPhone. Will it help him find some good life insurance policies?
December 21, 2010
Advisors Optimistic, but Worried About Dodd-Frank, TD’s Schweiss Says: The Holiday Weekend InterviewLook to invest in their businesses for growth in 2011, believe new compliance will raise time and cost burden.
December 13, 2010
6 Key IRS Cost-Basis Reporting Changes for Advisor-Clients: Fidelity ReportFidelity released a report on Monday to help advisors "understand differences between the proposed cost-basis reporting requirements and those recently finalized by the Internal Revenue Service."
December 13, 2010
Outlook 2011, Economy & Markets: LPL Sees Tepid Growth, Range-Bound StocksAdvisorOne is running a series targeting areas of importance to advisors and their clients called "Outlook 2011," which runs from Dec. 20 through the first days of January, kicking off with this look by LPL Financial on the economy and markets.
December 13, 2010
Referrals: Gaining a Potential Client From a Newsletter, and Building Trust With an Existing OneIn his latest posting on his Road to Independence, Mike Patton talks about referrals and what motivates an advisor like him.