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U.S. Banker
September 2009
Top M&A Advisors for Branch Deals, Ranked By Deposits A list of the banks by number of deals and number of branches deposits sold. mark for My Articles similar articles
U.S. Banker
September 2001
John Hackett
CSFB Tops the Charts As might be expected, the bulge bracket firms topped the heap in advising on mergers and acquisitions among financial services companies during the first half of 2001, but wanna-be J.P. Morgan Chase suffered a humbling fall... mark for My Articles similar articles
Financial Planning
June 1, 2009
John J. Bowen Jr.
Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations. mark for My Articles similar articles
Financial Advisor
February 2010
Gary C. Bubb
Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Anne Field
Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors. mark for My Articles similar articles
Entrepreneur
November 2006
C.J. Prince
Take Cover More and more closely held companies are getting cozy with the LLC, but is a limited liability company right for you? mark for My Articles similar articles
Financial Planning
February 1, 2011
John J. Bowen, Jr.
What CPAs Want Almost 82% of wealth managers have told CEG Worldwide that referrals from other professionals, such as CPAs, are a very important source of new clients. mark for My Articles similar articles
Financial Advisor
June 2005
David J. Drucker
The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right? mark for My Articles similar articles