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Practice Management Survey

In this section  we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.

Is Three a Crowd?
Jun 01, 2006
A husband and wife team that run a thriving independent business can't settle the question of whether to hire their first employee
Stepping Into the Ring
Jun 01, 2006
Certain gyms in New York City, like Church Street Boxing Gym in the financial district and Gleason's in Brooklyn, have become popular with Wall Street
Morgan's Training Makeover
Jun 01, 2006
The firm is overhauling its program to make it more like the one at Merrill Lynch, with emphasis on selective hiring and follow-up
Life After Tom
Jun 01, 2006
Tom James built a tiny securities firm into a thriving mini-empire. But after nearly 40 years, will he soon step away from the helm of Raymond James Financial
That's Talent
Jun 01, 2006
The odds are that new hires will fail. Here's how to pick winners
Hungry for Hires
Jun 01, 2006
Wachovia hired a whopping 900 reps in 2005, bringing the total to 10,400, and aims to add the same number in 2006
The Wealth Management Quest
Jun 01, 2006
Gary Rathburn's financial adivsory business is growing like weeds on steroids. His secret? A little thing called wealth management
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