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Registered Rep. October 1, 2012 David Geracioti	Private Ocean Greg Friedman, owner of Friedman & Associates, and Richard Stone, founder of Salient Wealth Management, met some years ago at a Schwab IMPACT conference. In 2009, the two companies, two of the oldest Bay Area financial advisory firms, joined forces to form Private Ocean.
Investment Advisor June 2010 James J. Green	Catching Up With... Greg Friedman of Private Ocean and Junxure.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Investment Advisor April 2010 James J. Green	Joining a New Club The experience of a financial advisor moving from a large firm to a small one.
Registered Rep. August 21, 2006 Kristen French	NYSE and NASD Hold Merger Talks It is not yet clear whether a deal will actually go through, or whether the financial regulators would merge their arbitration systems or keep them separate.
Investment Advisor April 2008 James J. Green	Innovate and Differentiate Independent advisors and their partners are coming up with all sorts of innovative ways to efficiently deliver actual wealth management services to their high-net-worth clients.
Investment Advisor September 2010 Olivia Mellan	Culture Shock: How to Manage a Successful Merger A successful merger of advisory firms is more than just favorable financials. It's personal.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Financial Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
Investment Advisor February 2009	The Future Is Now The independent advisory family is dealing with a disaster that has shaken it to its core. Having survived a brutal 2008, the future looks dim, and many advisors are frustrated at best with the present, and despairing at worst over the future.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
Registered Rep. October 17, 2012 Jerry Gleeson	The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult.
Registered Rep. February 1, 2011 Charles Paikert	Wealth Management Market Report: Hunting for Big Game in Tinsel Town Like the glamorous actors and actresses Los Angeles is famous for, the city's wealth management market stands out on the national scene.
Registered Rep. November 1, 2005 John Churchill	Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Advisor March 2012	Women To Advisors: Understand Our Needs Various surveys of late have painted a picture that women's financial needs aren't being met by the advisory industry.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
Financial Planning January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Financial Advisor November 2005 Monroe D. Diefendorf	Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Registered Rep. June 7, 2011 Charles Paikert	Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives.
Investment Advisor February 2007	To Succeed, Keep It Simple If we are going to help clients build wealth, then we should be successful at building wealth in our own personal portfolios. So what are the keys to a sound strategy for building wealth?
National Defense July 2007 Manik K. Rath	Mergers, Acquisitions Call for Added Scrutiny When acquiring or merging with any government contractor, reviewing ethics policies, compliance programs, and all recent voluntary disclosures will provide a wealth of invaluable information.
Financial Planning September 1, 2010 Marion Asnes	Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway?
Financial Advisor April 2004 Grove & Prince	Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Reason July 2006 Megan McArdle	The Virtue of Riches Book Review: The Moral Consequences of Economic Growth, by Benjamin M. Friedman, provides powerful empirical evidence against any program aimed not at increasing the country's wealth but at cutting wealth down to size.
Bank Technology News May 2006 Shane Kite	High-net-worth Service: Basic Training For Wealth Advisors Firms like SunTrust are pulling out all the stops to serve the rich, including mentors to help the advisory team deal with every aspect of wealth management, even family counseling.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
Registered Rep. May 31, 2013 Megan Leonhardt	Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up.
Financial Planning February 1, 2005 Jennifer A. Liptow	White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance.
Registered Rep. October 18, 2011 Charles Paikert	Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Registered Rep. August 3, 2011 Charles Paikert	Wealth Management Practice By and For Women Launched By San Diego Firm A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
HBS Working Knowledge May 22, 2006 Jim Heskett	Summing Up on Friedman and Galbraith: Complementary or Competing Views? Readers respond to the question of who will cast a longer shadow on the 21st Century: Friedman or Galbraith? Friedman seems more influential... With regard to national security, pollution, energy policy... The ideas of both Friedman and Galbraith had relevance... etc.
Financial Advisor July 2006 Grove & Prince	Accountants As Wealth Managers Accountants offering wealth management can be double-edged swords -- simultaneously delivering tremendous opportunities and thorny challenges to the firms and professionals they work with each and every day.
Bank Technology News June 2009 John Adams	Madoff Backlash Increases Need For Self-Service Tools Bernie Madoff's journey to jail has had a lot of fallout, including effects on wealth managers who now have a new dynamic on their hands: scared clients with shrinking assets who've also lost faith in the wealth management profession.
Registered Rep. June 15, 2015 Ryan W. Neal	Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014.
Financial Planning January 5, 2008	Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
U.S. Banker December 2008 Anthony Malakian	Death, Taxes, and Opportunity In a Down Market At the end of every calendar year, tax, investment and succession planning are topics of intense interest for wealth management teams and their high-net-worth clients. This year, they have a particularly long list of topics to discuss.
Financial Advisor December 2007	Frontline News Kochis Fitz To Merge With Quintile... Practicing The Best Practices... United Capital Buys Four Advisory Firms... Herd Mentality Linked With Keeping Up With The Joneses... etc.