Updated Tuesday, January 27, 2015 as of 6:01 PM ET
Savant's Big Hedge Play: Buying a CPA Firm
The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management.
More in Career Advice
Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors. more »
Many advisors miss the old culture at their firms. What exactly are they longing for? more »
Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership. more »
The industry's top young producers share how they made it to the top. more »
On Wall Street annually honors the industry's top young producers. Advisors ranked numbers 31 to 40 share their secrets. more »
As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust. more »
BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101. more »
You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication. more »
Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements. more »
Here are 21 simple steps to make 2015 a great year for you, your clients and your business. more »
Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces. more »
The CFP Board’s first computer-based exam attracted over 2,100 applicants. more »
Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give." more »
The January Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here