Updated Saturday, January 31, 2015 as of 2:11 PM ET
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.
More in Career Advice
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 »
Here are 10 simple steps to make 2015 a great year for you, your clients and your business. 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 »
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 »
Advisors thinking of resigning need to avoid the pitfalls--here's a primer on how to consciously uncouple from your employer. more »
The January Issue is now online!


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