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Archive for March, 2011

Going Independent- Office Space Options to Consider

Tuesday, March 15th, 2011

When considering Going Independent one of the many factors an advisor must think about is that of what type of office space will best serve the requirements of their new practice. Here are some options to consider. Home office – The home office can provide substantial cost savings, however, make sure you have enough physical […]

The Real Deal?- Taking a Closer Look at Wirehouse Deals

Thursday, March 3rd, 2011

We are familiar with the disclaimer, “past performance is not an indication of future performance”.  Well, if you stretch that a bit- and know a little about the types of recruiting incentives offered prior to 2008- that disclaimer would certainly be appropriate.  Things are not always (never?) what they seem! A recent whitepaper ” The […]

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