Baton Rouge Confidential
By Mike PattonAs part of what I offer every client, and that I believe helps differentiate my practice, I help organize all their important documents on their...
May 20, 2010
Commonwealth Financial Updates CMS; Improves Info Flow for AdvisorsCommonwealth Financial Network has released a revised version of its CRM 4.0 contact management system that includes two-way wireless synchronization, an updated Web-based calendar,...
May 17, 2010
Mutual Fund Wrapup: Fund Flows Have Strong Q1, AprilMorningstar says inflows through April at $165 billion; financial funds are doing well; Fidelity, SteelPath launch products
May 17, 2010
Are the Tremors in the Market Just a Prelude to a Serious Market Decline?Not that there is any similarity between market declines and earthquakes per se, but the thought did occur to me recently that the vicious market...
May 14, 2010
TD Ameritrade Online Tool Helps RIAs Analyze Firm ValueValuation Analyzer offers quick way to gauge key financial metrics prior to merger or acquisition
May 13, 2010
New Securities Jobs: Nearly 5,000 in AprilOverall employment nationwide rose by more than 200,000.
May 13, 2010
Time for a Transition (IX): How to Build Client Loyalty, Part IPart I on easy and effective ways to stay in front of your clients, prospects and strategic partners.
May 13, 2010
Financial Reform, GDP, Goldman, and the Fed: Editor's Choice for the Week of April 26, 2010What's happening this week