Halah Touryalai

Creating Your A-Team
Working in teams improves efficiency for financial advisors. There are all kinds of team models, but a few basic rules can help set you on the right path.
Mergers & Hormones Don't Mix
You can blame your company's failed M&A attempt on hormones young, male hormones, that is.
Small Banks Drain TARP Efforts
October marks the two-year anniversary of the creation of the Troubled Asset Relief Program, or TARP.
Tweeting Is The New Cold Calling
Investment advisors don't want to miss out on the marketing possibilities offered by social media.
Cold Call Oct. 2010: Drew Bilotta
Raymond James & Associates PAX Partners, Wayne, PA.
McKinsey to Asset Managers: Get Real
Attention asset management firms: Unless you change up your current business strategies, it's unlikely you will see much growth.
60 Seconds Oct. 2010: David Canter
Executive vice president at Fidelity Institutional Wealth Services and head of Fidelity's Practice Management and Consulting organization.
Big City Means Big Bucks For Women
Women are out-earning men in large cities across the country.
Comings & Goings: October 2010
Cetera Financial Group, the independent broker/dealer group, hired Alex Kaye as vice president, and Kian Rafia joins as director of advisory products. Kaye spent the last three-plus years with Wilshire Associates as senior portfolio manager, vice ...
Analyzing Stocks and Free Throws
One of the worst teams in the NBA is turning to a former Wall Street trader to help change its luck.
End Recession. Cue Long, Slow Recovery.
The recession is so 2009. No, seriously. The recession ended in June 2009, 18 months after it began in December 2007, according to The Business Cycle Dating Committee of the National Bureau of Economic Research. But the eight economists who make up the ...
Comings & Goings Sep. 2010
Simple Alternatives, an alternative mutual fund provider in New Canaan, CT, hired Josh Kernan. Kernan is the former director of alternative investments and managed at accounts for Charles Schwab. Putnam Investments named Dr. W. Van Harlow, director, ...
A Millionaire Comeback
The number of millionaires in the country's top ten metropolitan areas increased 17.5 percent in 2009.
Outgrowing The Series 7
When the 7 becomes more of a burden than a benefit.
Little Love For VAs At RIAs 1
Variable annuities seem to be loved by financial advisors everywhere except in the RIA world.
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