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Articles tagged "JFS Wealth Advisors"


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Haley Rockwell: It didn't make sense to structure it as an acquisition, because I want to grow with the business.

How three small firms backed with big-time M&A muscle brought in $450 million with strategic buys

There are vivid back stories behind each Focus-owned firm's deal; taken together they could show the way forward for the aggregator model

January 24, 2013 at 8:04 PM

Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 at 4:31 PM

Scott Pritchard: Many advisors [selling 401(k) plans] recognize the merits of a move to fee-only, but like a drug addict who knows they need to quit, they just can not 'kick the habit.'

RIAs are starting to create their own 401(k) companies as alternatives to John Hancock and The Principal

Capital Directions is building a TAMP for advisors that want to get into the 401(k) business

April 27, 2010 at 6:20 AM

Patrick Burns: You want your full book protected -- not half your book

An ex-wirehouse broker and a regulatory lawyer divulge breakaway insights at TD Ameritrade conference

Burns recommends to TD breakaway prospects that they resist discussing with clients the reasons they broke away

February 4, 2010 at 5:22 AM

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