Monday, April 05, 2010


Advisers turning to study groups for support

More than ever, they want advice on hiring, firing and other practice-management issues

When Christopher Cordaro recently grew concerned that he might not have enough errors-and-omissions insurance, the first place he turned for advice was his study group, the Blind Squirrels.

“I sent around an e-mail to the group and immediately got six responses,” said Mr. Cordaro, a partner at RegentAtlantic Capital LLC, which manages $1.8 billion. “We had more coverage [a $10 million policy] than most of the other folks did, so we used that as a good benchmark...”

Investment News: Advisers turning to study groups for support

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