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THE SAY ON PAY: REGISTERED REP.’S 2011 COMPENSATION SURVEY
RegisteredRep
12/7/2011
Pay differences between channels are narrowing, but big bonuses at the wirehouses are dangerous bait. more...
ADVISORY FIRMS FLYING HIGH
Investment News
10/25/2011
Call it a harbinger of the new normal. Financial advisory firms continued to make substantial gains in revenue and profitability in 2011, even as they took a wait-and-see stance on hiring, according to InvestmentNews' 2011 Industry Attitudes survey.
“People got blindsided in 2008,” said Stuart J. Silverman, chief executive of Fusion Advisor Network, which has 125 advisory firm members that manage a total of $8.5 billion in client assets. “They had to tighten up and get more efficient. Now they are ready for a more volatile economy.” more...
PRACTICE TIPS FOR GREAT CLIENT RELATIONSHIPS
RegisteredRep
10/17/2011
One of the more interesting sessions at last week’s Fusion Advisor Network conference in Las Vegas focused on “Creating Profitable Client Relationships.” This panel discussion featured successful advisors Kathy Fish of Fish and Associates, Eric Brotman of the Brotman Financial Group and Abby Salameh, Chief Marketing Officer for Fusion.
more...
WHAT EXACTLY IS FUSION ADVISOR NETWORK AND WHO DID IT DRAW TO LAS VEGAS LAST WEEK
RIA Biz
10/16/2011
What exactly is Fusion Advisor Network and who did it draw to Las Vegas last week
Its leader, Philip Palaveev brings advisors aspects of a a high-end consultancy, a roll-up and a yoga retreat more...
WHAT’S YOUR PRACTICE WORTH? FP TRANSITIONS’ LATEST FINDINGS
AdvisorOne
10/14/2011
Marketplace demand for advisory practices is rising, said David Grau Sr. and Jr., while prices for practices are slipping. more...
LIVE AT THE 2011 FPA CONFERENCE WITH ABBY SALAMEH, CHIEF MARKETING OFFICER, FUSION ADVISOR NETWORK
Registered Rep
9/18/2011
ADVISOR PRACTICE TRENDS AND DIRECTION LIVE AT THE 2011 FPA CONFERENCE WITH PHILIP PALAVEEV, PRESIDENT, FUSION ADVISOR NETWORK
Registered Rep
9/17/2011
FUSION NAMES INDUSTRY VETERAN SALAMEH AS CHIEF MARKETING OFFICER
AdvisorOne
9/9/2011
Former TD Ameritrade marketing director Abby Salameh joins Fusion Advisor Network, led by Stuart SIlverman and Philip Palaveev more...
2011 TOP WEALTH MANAGERS: STATE OF THE INDUSTRY
AdvisorOne
8/3/2011
If beauty is in the eye of the beholder, success is in the mind of those being beheld. Success is a measure that each firm will define for itself and that each business owner will set for his or her own firm. Still, there is little doubt that the participants in the 2011 Top Wealth Manager Report have been very successful as judged by most standards. more...
BEYOND THE OWNER
AdvisorOne
6/1/2011
Large financial advisory firms are more profitable, grow faster and have higher equity value per dollar of profit. The largest firms also have an advantage in attracting talent and have an easier time establishing referral relationships with CPA firms and banks. more...
TO MANAGE YOUR PRACTICE, MANAGE YOUR HEALTH
Financial Planning Magazine
3/29/2011
Meditation, at a financial services firm? A focus on developing well-rounded individuals?
Fusion Advisor Network, the Elmsford, N.Y.-based group that provides broker-dealer support and practice management advice to independent financial advisors, couldn't envision it any other way. more...
WHY DO ADVISORS SHY AWAY FROM ‘SELLING’? PART 2
AdvisorOne
3/2/2011
It is amazing how many associates begin their career by self-declaring that they do not want to “sell.” That in turn leads their employers to declare that they will never be “real advisors.” more...
WHY DO ADVISORS SHY AWAY FROM ‘SELLING’? PART 1
AdvisorOne
2/28/2011
Bringing in new clients is a critical function if a firm is to thrive. Why are some advisors afraid to do this? more...
TOP WEALTH MANAGERS Q2 2010: LOWERED EXPECTATIONS
Wealth Manager Magazine
11/1/2010
Will the market dictate what 2011 is like or can wealth management firms impose their own will on their growth? more...
CAN YOU BUILD A BUSINESS?
Investment Advisor Magazine
10/25/2010
It takes a special breed of advisor to also be a business owner more...
SPECIAL REPORT: 2010 ANNUAL TOP WEALTH MANAGER SURVEY
Wealth Manager Magazine
7/8/2010
The top Wealth Managers are looking to restart growth, find new clients and new markets, and reinvigorate their strategy and their people. more...
FUSION ADVISOR NETWORK ADDS MEDALLION TO ROSTER OF MEMBER FIRMS
Investment News
2/8/2010
The Medallion Group of five independent investment advisory firms has joined the Fusion Advisor Network’s partnership with NFP Securities Inc. The additions bring the number of Fusion partnership firms to 125. Fusion provides business consulting and practice management services while NFP Securities, Inc., is the network’s broker-dealer. more...
TOP WEALTH MANAGERS: A “GAME OF INCHES” BIG PROBLEMS ARE MADE UP OF LITTLE COMPROMISES
Wealth Manager
9/29/2009
When I looked at the latest list of Top Wealth Managers that Wealth Manager published in July, I was happy to recognize many firms that I have worked with as a consultant. It is always a great feeling to see your clients succeed. At the same time, I couldn’t help but wonder what happened with the firms that used to be on the list but are no longer there. more...
WIN-WIN - WHY A PARTNERSHIP IS THE BEST OWNERSHIP STRUCTURE FOR AN ADVISORY FIRM, AND FOR CLIENTS
Investment Advisor
9/1/2009
The natural state of a true investment advisory firm is a privately owned partnership that is fully controlled by the professionals who are actively involved in the delivery of advice to clients. Any other form of ownership, whether that’s a public company or a corporate ownership by a financial institution, creates potential conflicts of interest, exposes the company to undue risk, dilutes the expertise, diverts the focus of the organizational culture away from the client, and ultimately results in a cycle of crisis events that hurts clients and advisors every few years. more...
LESSONS FROM THE 2009 TOP WEALTH MANAGERS
AdvisorOne
7/1/2009
One year ago, when Wealth Manager published the 2008 Top Wealth Manager rankings, we wrote about how challenging the macroeconomic scene and markets had become for even the top wealth managers. Few could have imagined we were only at the tip of the iceberg—and what was to come. Wealth managers and their clients have come through the most wrenching financial storms most people can fathom, while at the same time the world has seen some of the largest and most outrageous financial swindles of all time exposed. more...
HELP WANTED: ADVISORS UNDER 50
Forbes
4/1/2009
As wave after wave of layoffs hit the financial firms, there is one financial job that just can't attract enough applicants to fill the openings: financial adviser or broker. According to industry insiders and consultants, nobody wants to be a stockbroker these days. According to Cerulli Associates, nearly half of all financial advisers today are over 50 years old. And that aging talent pool isn't being replenished with young blood: Less than 5%, or just 15,000, of the 298,000 U.S. advisers are currently 30 years old or younger, according to Cerulli Associates. more...
YOU CAN USE THIS CRISIS TO RETHINK YOUR BROKER
Wall Street Journal
9/28/2008
The above links are provided for your information only. As they are provided by third parties, NFP Securities, Inc. does not endorse, nor accept any responsibility for the content. NFP Securities, Inc. does not independently verify this information, nor do we guarantee its accuracy or completeness.
"Especially during these trying times, it's important for an adviser to be very proactive with clients -- emailing, holding conference calls, educating them," says Barry Levy, managing director of financial-services consulting firm Fusion Advisor Network. more...
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This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.