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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. |
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... |
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. |
Financial Advisor February 2010 Gary C. Bubb |
Seeking Status Employees seeking a membership interest in an LLC might find themselves in tax limbo. |
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. |
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? |
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. |
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? |