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Investment Advisor
March 2008
James J. Green |
One Down, How Many to Go? Ken Fisher's the biggest RIA out there, but his firm just got a little bigger by acquiring a much smaller RIA. It's likely the first of many.   |
Financial Planning
October 1, 2008
Stacy Schultz |
The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years. |
Investment Advisor
June 2007
James J. Green |
Doing it Right There's no doubt that financial advisor Ken Fisher is a control freak, but it allows his firm to deliver personalized service in a machine-like format to 18,000 satisfied clients. |
Investment Advisor
July 2008
James J. Green |
Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market. |
Investment Advisor
June 2007 |
What Does He Like? Ken Fisher has more than an intellectual curiosity about smaller advisory firms: He's also interested in buying them. So what are the kinds of firms he's interested in? |
Financial Planning
May 1, 2010
Donna Mitchell |
Advisory Pulse Registered investment advisory firms, especially small ones, are returning to the bargaining table this year; in the first quarter, RIA firms completed 24 merger and acquisition deals. |
CIO
December 23, 2008
Jarina D'Auria |
Five Things Judy Estrin Has Learned About Closing the Innovation Gap In her book, Closing the Innovation Gap, former Cisco CTO Judy Estrin shares why CIOs and other leaders must nurture innovation to fend off global competition. |
Registered Rep.
November 1, 2006
Cheryl Winokur Munk |
The Heretic Kenneth Fisher, a global money manager and longtime Forbes columnist, is a proponent of the closed shop: He runs discretionary separate accounts for institutions and high-net-worth retail investors. Fisher farms out nothing. |
Financial Planning
September 1, 2010
Matt Lynch |
Game Change Whether your business model, pricing strategy and advisory service offering represent fair value is solely the client's decision. While the market-based value determinant isn't new, what is different this time is that the market-that is, your client-wants and needs more information. |
Bank Technology News
April 2010
Rebecca Sausner |
Recovery Requires Innovators John Pyrovolakis, a founder of the still-stealth Innovation Accelerator, believes innovation is a key to recovery and maintaining America's ongoing competitiveness in the global economy. |
CIO
December 14, 2010 |
How to Restart Innovation CIOs reinvest savings and focus staff on user benefits to get creative ideas flowing. |
Entrepreneur
September 2002
Katherine Catlin |
Practice Makes Perfect Introducing the top innovators of 1989. As you would imagine, they've done a lot more innovating in the meantime. |
Bank Technology News
July 2011
Howard Rubin |
IT Austerity Is A Mistake With the intensity of technology in banking, it should be clear that the innovation "engine" of the sector must have continued funding and is the ultimate competitive focus. |
CRM
June 24, 2011
Elisa O'Donnell |
Kill the Office of Innovation What it really takes to create a thriving innovation capacity within an organization. |
CRM
January 2010
Joshua Weinberger |
CRM on Twitter: January 2010 The definition of innovation... Costs of innovation... How to measure innovation... Open innovation... etc. |
CIO
December 1, 2006
Gary Beach |
Employee Power Where will 2007's innovative ideas come from? You need look no further than your own backyard. |
IndustryWeek
April 20, 2011 |
Great Idea! Now What? The 'other side of innovation' proves challenging for even the best companies. |
IndustryWeek
October 1, 2008
Jill Jusko |
Measured Success: By The Numbers Customer satisfaction is a popular metric by which to gauge the success of innovation efforts. But it's not the only one. |
Bank Systems & Technology
March 29, 2006
Katherine Burger |
You're Wearing That? Innovation is not just about new products and services, but also encompasses business model innovation, process innovation, culture innovation and management system innovation. |
CIO
July 27, 2012
Lauren Brousell |
3 Steps to Creating an Innovation-Friendly Workplace Frank Wander, founder of the IT Excellence Institute and a former Fortune 250 CIO, shares his best practices for fostering innovation among your IT ranks |
Fast Company
April 2008 |
Making Innovation Work Approaching innovation systematically and being ruthless about the allocation of resources to it are keys to a successful business. Here are some simple mistakes made by companies that muffled innovation. |
HBS Working Knowledge
December 5, 2005
Govindarajan & Trimble |
Not All Innovations Are Equal Innovative strategies alone -- without changes to either the underlying technologies or the products and services sold to customers -- drive the success of many companies. But now, the long-term survival of a company depends on strategic innovation more than ever before. |
Registered Rep.
April 15, 2010
Halah Touryalai |
RIA M&A Deals Break Record in First Quarter Mergers and acquisitions seem to be crawling back to the top of RIA principals' to-do lists this year, as the first quarter's numbers show record activity. What is your practice worth? |
CRM
January 2010
David Myron |
A New Decade Brings New Ideas Organizations must position themselves in a way that promotes innovation. |
Bank Technology News
June 2010
John Pyrovolakis |
Innovators: A Call to Action The Innovation Accelerator wishes to leverage great and innovative technologies developed in our nation's research universities and federal research labs on the strength of federal funding to empower our nation's banking industry. |
