The Source and Structure of Fees
By Mike PattonWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
June 28, 2007
Advisor Fee Deduction Part IIIn the world of advice, discussion can be a very healthy thing. Even if you don't agree with a particular point of view, it can...
June 20, 2007
When Should I Deduct Fees?There is a lot to keep up with when you run your own advisory firm. Not that this is a surprise, but staying abreast of...
June 15, 2007
The Four Sources of My IncomeI'd like to begin this blog by recapping my progress to this point. My business income will come from four primary sources. First will be financial...
June 07, 2007
Focus on the Optimal ClientSuccession planning was a recurrent theme at Pershing's 2007 Insite conference
June 07, 2007
Independence and TrustPlease permit me to be a little reflective in this blog. Let's consider the phrase Life, Liberty, and the pursuit of Happiness. These are three...
May 31, 2007
The Right Planning ToolsWell, everything should be in place to manage client assets very soon. I've chosen the RIA custodian, provided them with all of the necessary paperwork,...
May 25, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitTD Ameritrade Holding Corp. has signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages 300,000 retirement, trust,...