Custodian/Fee-Only - Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

Custodian/Fee-Only

By Karen Demasters, February 2012 issue
The creation of Modera Wealth Management had some glitches, but the outcome has been better than the principals anticipated.

How To Hire Right

By David Lawrence, February 2012 issue
Three steps that will help you avoid choosing the wrong person for a job.

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Choosing Your Clients

By Ross Levin, February 2012 issue

In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients.

Putting 2011 Taxes To Bed

By Eric L. Reiner, February 2012 issue
Advisors can lower clients’ stress by understanding the newest forms and rules.

Advisor Emporium

February 2012 issue

80-Year-Old Advisory Firm Splits Up

By Jeff Schlegel, February 2012 issue
Harold C. Brown & Co. began during the Hoover administration, weathered numerous economic cycles, thrived even as its hometown of Buffalo suffered its Rust Belt crisis, and altered its business model to change with the times.

Morton Clark Team To Join D.A. Davidson & Co.

Thursday, 02 February 2012
D.A. Davidson & Co. has hired the financial team of Morton Clarke, a broker-dealer and registered investment advisor that is closing its doors.

Curian Capital Appoints New Vice President Of Practice Management Group

By Kathy Lynch - Wednesday, 01 February 2012

Keith Johnson to enhance educational and marketing resources for financial advisors.

First Tech Federal Credit Union To Partner With Raymond James

By Kathy Lynch - Wednesday, 01 February 2012
Partnership will provide wealth management resources to Addison Avenue Investment Services.

PFM Group Announces Four Promotions

By Kathy Lynch - Wednesday, 01 February 2012

Marc Ammaturo, Bob Gamble, Jeff Schroeder and Scott Trommer named managing directors.


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Economists Love ’Em, Clients Hate ’Em

Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.

Buffett Rule Fixes A Non-Existent Problem

This columnist argues in this opinion piece that Warren Buffett's entry into the world of federal tax policy has brought forth nothing but bad ideas based on flawed information and misleading demagoguery. Let’s review the record.

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