Savant's Big Hedge Play: Buying a CPA Firm
The deal to buy the accounting firm was directly influenced by the increasing commoditization of investment management.
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Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors. more »
Many advisors miss the old culture at their firms. What exactly are they longing for? more »
Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership. more »
As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust. more »
BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101. more »
You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication. more »
Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements. more »
Here are 21 simple steps to make 2015 a great year for you, your clients and your business. more »
RIAs follow the money. Here are the states with the most RIA firms. more »
Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces. more »
The CFP Board’s first computer-based exam attracted over 2,100 applicants. more »
Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give." more »
Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco. more »
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