Updated Thursday, May 23, 2013 as of 5:04 AM ET
Jim Grote

Recent Stories From This Author

Retooling a 115-Year-Old Advisor Firm

April 1, 2013
Since taking over as CEO of 115-year-old Bartlett & Co., Kelley Downing has overseen an ownership buyback and steady growth.

In $2.4 Billion Practice, a Team of Specialists

March 1, 2013
RegentAtlantic has built up a $2.4 billion firm by rounding up a baker's dozen of niche-focused wealth advisors.

Practice Profile: Raoul Rodriguez Walters

February 1, 2013
Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.

Practice Profile: Dale Yahnke

January 1, 2013
Dale Yahnke has built up $2.1 billion in AUM by focusing on low costs and specific solutions.

PRACTICE PROFILE: What Women Investors Want - Cindy Conger

December 1, 2012
After a long time focused on medical professionals, Cindy Conger's new practice targets female clients. That means doing a few things differently.

PRACTICE PROFILE: Global Perspective for Financial Planners

November 1, 2012
A former FPA chairman believes an international viewpoint can help advisors cope better with regulatory burdens.

The Art of Retirement: Interview with Paula Dorion-Gray

October 1, 2012
A planning firm emphasizes educating clients, especially women, and staying current with them.

Stewart Koesten, KHC Wealth Management Profile

September 1, 2012
It takes plenty of schooling and savvy to coach executives.

Numbers: Study Groups Help Advisory Practices

August 1, 2012
An underrated idea for improving your practice: Join a study group.

Balancing Act: Lesley Brey Profile

August 1, 2012
Former engineer Lesley Brey creates a planner's paradise for herself.
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