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Investment Advisor September 2010 Mark Tibergien	Formulas For Success: Soul Mates, or Marriage of Convenience? When considering an advisory firm merger, get to know your potential partner.
Registered Rep. October 30, 2014 Philip Palaveev	To Ensemble or Not To Ensemble Thousands of advisors are negotiating the combination of their practices with others in order to create scale, leverage each other's skills, gain resources, and tackle succession.
Financial Advisor March 2005 David L. Lawrence	Merging Options Five steps may help you avoid pitfalls and make your financial advisory practice merger a success.
Salon.com November 21, 2002 Farhad Manjoo	The Homeland Security merger mess A Harvard analyst says government consolidation won't improve the fight against terrorism quickly, and maybe not at all. The reason: Most big corporate mergers fail.
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
Financial Planning August 1, 2005 Kevin Gahagan	Practice Tips The lure of ensemble firms. Has the time come for sole financial planning practitioners to consider a new approach?
Financial Advisor October 2008 Raymond Fazzi	Independent Power House Kochis Fitz and Quintile Wealth Management LLC complete a merger that, according to its principals, creates the third-largest independent wealth management firm in the nation and the largest in California.
Financial Planning September 1, 2009 Hamburger & Walter	The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm.
Financial Advisor February 2012 Karen Demasters	Anatomy Of A Merger The creation of Modera Wealth Management had some glitches, but the outcome has been better than the principals anticipated.
Financial Advisor December 2005	When A Merger Works Balasa, Dinverno & Foltz gained many efficiencies after joining together. The resulting total has proven to be far greater than the sum of the two parts, both in terms of assets controlled by the growing firm and the satisfaction of the parties involved.
Registered Rep. January 1, 2007 Anne Field	Getting Hitched Here's why the merger may be the best way for a small financial advisory practice to achieve growth.
Wall Street & Technology March 19, 2007 Bressler & McDonnell	How CRM Helps Merge Firms' Crucial Relationship and Intelligence Assets A merger can be a shrewd business move if executed properly, with revenue growth as its primary objective. To achieve that objective, having the right infrastructure in place to aggregate, manage and share relationship intelligence is critical.
Investment Advisor November 18, 2010 Mark Tibergien	The Right to Vote Debate about how to grow an advisory business becomes especially fervent when firm ownership broadens beyond the founder. Should ownership include the right to vote on policies, procedures and people?
Bank Systems & Technology May 22, 2009 Maria Bruno-Britz	The Success of Bank M&As Can Hinge on IT Talent Retention It is critical for banks to retain top tech performers during mergers -- and money alone just won't cut it anymore.
Bank Systems & Technology May 7, 2009 Maria Bruno-Britz	In M&A, Special Attention Must Also Be Paid to Integrating Outsourcers' Tech A series of reports from Morrison & Foerster details trends in the financial services outsourcing industry, one of which emphasizes the importance of IT harmonization at merged entities.
The Motley Fool November 10, 2006 Dan Caplinger	Profit From Arbitrage Sometimes you don't have to hit a home run to make money in the markets.
Bank Systems & Technology January 14, 2004 Peggy Bresnick Kendler	Managing M&As Technology is playing an increasingly important role in the revived M&A market in financial services.
Financial Advisor December 2006 David L. Lawrence	Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger.
Financial Planning September 1, 2006 David Grau	Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late.
Investment Advisor July 2010 Lewis Schiff	Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown.
Fast Company February 2001 George Anders	Weak Companies, Strong Mergers? ...The crucial next step requires knowing how to merge fast and well. In the Internet economy, that means more than changing a logo or reconciling two chief executives' egos to the fact that they can't both be boss...
The Motley Fool June 29, 2009 Dan Caplinger	Is There Free Money In These Stocks? Sometimes, a bargain price on a stock seems to offer investors free money. If you don't understand the risks involved, though, attractive stocks can burn you.
The Motley Fool February 20, 2004 Selena Maranjian	On CEOs and Overconfidence Contrary to popular belief, mergers don't always reward shareholders.
Financial Advisor December 2007 Mary Rowland	Finding A Prince Planners who formed the first generation of professionals often said that they would never sell their firms or merge into a larger entity. But ask him this year and he's likely to say he wants to buy another financial planning firm or he wants a bigger firm to buy him.
AskMen.com Sunder Ramachandran	Surviving A Company Merger Reporting to a new boss and dealing with a different work culture are also part of the package. Here are some strategies to help you keep your job, your status and your sanity.
Job Journal March 20, 2005 Michael Kinsman	Career Pros: Layoffs Test a Company's Compassion Sadly, eliminating jobs is the most immediate way corporate executives have to justify the cost savings they have promised in a merger. But firms can hurt themselves if they mishandle cutbacks. Bad treatment often backfires.
U.S. Banker July 2004 Holly Sraeel	Politics, Promises and the Impact (or Not) of Mergers The case can be made that some mergers are in the best interest of shareholders. But what about what's in the best interest of communities? That's where the promises start.
InternetNews June 19, 2006 Erin Joyce	Nokia/Siemens: The New Bully on the Block? The creation of Nokia Siemens Networks, a merger of wireless and wireline giants estimated to be worth $30 billion, is both a sign of a consolidating industry and a move toward a two-tiered market, analysts said.
CFO February 15, 2006 Rob Garver	Merge Right Numbers don't drive deals. People do. Companies routinely overlook human-capital issues during deal negotiations or during the early stages of integration.
InsideFlyer June 2008	Merger Buzz Still Stirring Concern Among Frequent Flyers We continue to worry about the makeup of some frequent flyer programs if certain rumors come true.
Investment Advisor February 2008 Marlene Y. Satter	Insuring Future Success LIMRA International (formerly known as the Life Insurance and Market Research Association), the sales and marketing research group of the insurance industry, has merged with LOMA, to form LL Global, Inc., effective January 1.
Investment Advisor January 1, 2011 Mark Tibergien	The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years.
CIO December 23, 2008 David F. Carr	What IT Leaders Need to Know About Getting Mergers Done Right Whether it's a shotgun merger or a planned acquisition, chances are you're not ready for it. Here's how to change that.
Registered Rep. November 1, 2004 Mindy Diamond	Weighing a Merger's Implications When a securities firm is in the process of merging with another, the knee-jerk response of many reps is to scramble for the exit. Strangely enough, this hasty reaction often is a smart one.
InternetNews March 24, 2006 Ed Sutherland	Alcatel, Lucent in Merger Talks Again The on-again, off-again merger talks between Alcatel and its troubled U.S. rival Lucent Technologies seems to have awoken from a five-year slumber.
InternetNews June 24, 2005 Paul Shread	Veritas-Symantec Merger Gets Shareholder Nod Shareholders approved the merger of Veritas and Symantec, clearing the way for one of the largest software mergers ever.
The Motley Fool March 16, 2007 Emil Lee	PXRE Sets Sail With Argonaut PXRE and Argonaut engage in a sensible merger. Investors, the combined insurance company will be worth more than the sum of the parts.
The Motley Fool December 5, 2006 Michael Leibert	King of Custody Bank of New York and Mellon combine to create a custody bank powerhouse. After suffering years of underwhelming stock performance, investors in Bank of New York and Mellon should be optimistic about the prospects for the combined firm.
Investment Advisor June 2010 James J. Green	Catching Up With... Greg Friedman of Private Ocean and Junxure.
Bank Systems & Technology January 29, 2005 MacPherson, Perry & Phelan	Doing Diligence Attempts to buy growth through M&As take forethought and care. At its best, an effective bank merger is a backstage production - smooth, well-orchestrated and invisible to an audience of consumers.
Financial Planning March 1, 2007 Bob Veres	Managing Growth--Your Way Do you really have to get big to keep your practice thriving? Advisors who want the advantages of a large-scale firm -- without giving up their independence -- are creating new models for success.
Bank Systems & Technology September 29, 2005 Peggy Bresnick Kendler	Mergers & Acquisitions An interview with five financial industry specialists on technology assets as drivers behind a merger or acquisition and how integrating systems post-merger often presents the biggest challenge to realizing the value of a deal.
The Motley Fool September 5, 2011 Tierney Plumb	In the News: Duke Merger With Progress Pushes On A key consumer group signs off on a $13.7 billion deal between the utility giants.
The Motley Fool January 28, 2005 James Early	Wall Street's Lesson for Main Street Hedge fund specialty trade offers insights for your own portfolio.
The Motley Fool November 18, 2004 Salim Haji	A Misguided Merger Without clear strategic synergies, the recently announced merger between Sears and Kmart is likely to destroy shareholder value.
InsideFlyer June 2010	United and Continental Merger The new United Airlines will surpass Delta Air Lines as the world's largest carrier and serve 370 destinations in 59 countries.
AFP eWire July 31, 2006	California Community Foundations Merge, Form Fifth Largest in the United States Community Foundation Silicon Valley and the Peninsula Community Foundation are expected to merge at the beginning of 2007, creating the fifth-largest community foundation in the United States.
The Motley Fool April 24, 2007 Michael Leibert	Bank of New York Never Sleeps Bank of New York and Mellon Financial produce solid results as they move toward merging. Shareholders should feel confident that steady profit growth will continue.
The Motley Fool June 2, 2006 Stephen D. Simpson	NYSE and Euronext: Dare We Dream? Might this merger make it easier for U.S. investors to access foreign markets?
HBS Working Knowledge March 27, 2006 Adolph, Elrod & Neely	Nine Steps to Prevent Merger Failure Understanding execution risks is a critical first step toward a successful merger: Sin number one: no guiding principles... Sin number two: no ground rules... Sin number three: not sweating the details... etc.