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Registered Rep.
May 1, 2006
Britt Erica Tunick |
Roll-Up Queen As chairman, chief executive and president of National Financial Partners, Jessica Bibliowicz has done such a good job leading her company that some people wonder whether the eight-year-old firm might have peaked already.   |
Registered Rep.
June 2, 2003
Ross Tucker |
Alone Together National Financial Partners (NFP), the national distribution network of independent registered investment advisors, is set to go public imminently. |
Investment Advisor
June 2007
Bob Clark |
The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve. |
Registered Rep.
January 1, 2007
Halah Touryalai |
A Match Made in Equity For financial-advisory practices, holding companies are making a come back after a flawed model forced them out of the market in the late 1990s. Now, new players have emerged and this time they're relying on private equity firms to help keep them in the game. |
Financial Advisor
April 2008
Evan Simonoff |
The Big Chill While the financial advisor community and their clients have avoided most of the mortgage-related problems, advisory firms' merger and acquisition activity is suddenly becoming a victim of fixed-income market paralysis. |
Financial Advisor
June 2006
Cort Smith |
Focused On Big Focus Financial has become one of the largest RIAs only months after it opened its doors. Founder Rudy Adolf says they're just getting started. |
Registered Rep.
June 1, 2007 |
Best of Both Worlds Stuart Silverman's "hybrid" business model for a broker/dealers designed to make the transition to independence more seamless. |
Investment Advisor
September 2008
Bob Clark |
Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice. |
Financial Planning
March 1, 2010
Donna Mitchell |
Open Season NFP Securities says it will become the first independent broker-dealer to offer hybrid advisors a single platform with complete open architecture, empowering advisors to ally with any major custodian they choose. |
Registered Rep.
May 19, 2014 |
The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy. |
Financial Advisor
June 2011
Evan Simonoff |
RIA M&A Game Changes A rebound in revenues and assets has not translated into higher valuations for RIA firms or an increase in M&A activity. |
Registered Rep.
July 12, 2012
Diana Britton |
Growing Pains, or Prosperity? National Financial Partners announced its acquisition of Fusion Advisor Network Thursday morning. The question is, can NFP turn Fusion's high-end, consultative approach into higher production for its reps? |
Registered Rep.
November 1, 2007 |
Practice Makes Perfect Many independent broker/dealers are shifting their drive for growth inward, developing programs to help advisors build their businesses, as well as attracting new talent with incentives such as sign-on bonuses. |
Registered Rep.
November 1, 2007
Erik Kolb |
Fighting The Brand X Syndrome How do independent advisors choose a broker/dealer firm to work for? Since most firms offer similar services, the decision usually comes down to "squishy" qualitative factors, like feel, culture and personal touch. |
Investment Advisor
March 2006
Robert F. Keane |
Old-Fashioned Advice Being able to retain the independence to serve his clients' best interests is what ultimately made Howard Sontag choose to sell his practice, Sontag Advisory, to National Financial Partners in August 2005. |
Registered Rep.
June 22, 2006
Halah Touryalai |
Focus Financial Acquires Two More Firms The New York wealth-management roll-up continued its spectacular growth by adding two more firms to its collection. |
Investment Advisor
January 2008 |
Changes National Financial Partners named Daniel Young president and COO of NFP Securities, Inc., NFP's broker/dealer... The Securities and Exchange Commission named John Loesch deputy director of the agency's Office of Investor Education and Advocacy... etc. |
Financial Advisor
April 2005 |
Frontline News 529 Plans Could Face New Restrictions... View Boomers As Four Separate Groups, Oppenheimer Says... Teslik Discusses CFP Board Changes... New Challenges For Pension Funds... NFP Acquires Highland Capital... etc. |
The Motley Fool
September 22, 2004
Rich Smith |
For-Profit Educators' Holy Grail To frame the issue in terms more relevant to investors: H.R. 4283 would require public and private not-for-profit (NFP) universities to accept the transfer of credits from these for-profit educators, just as if they had been earned at the NFP school. |
