Power in Practice: Wrapping Up
Put everything in writing. Involve your staff more in the process. Identify your target market. Trust your instincts. Hire quickly. Trust your friends. Be yourself. You don’t have to have a perfect plan.
FSI Names Derek Bruton, Seth Miller to Its Board
The independent BD association names replacements for Bill Dwyer of LPL and Jim Livingston of National Planning Holdings.
Johnson Named President of National Planning Corp.
John Johnson has been acting in this role for the Jackson National-affiliated independent broker-dealer since November.
What You Told Me and Each Other
A key part of an editor’s job is to know his readers, and over the past month I’ve had the opportunity and privilege to get to know Investment Advisor and AdvisorOne.com’s readers quite a bit better.
Experts’ Top Pearls of Wisdom on Practice Management
This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.
Pursuing Practice Excellence — The Big Picture: Video
On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.
Beyond the Buzzwords
“You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.
New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board
This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.
NPC Launches Social Media Pages
National Planning Corp. announced Monday that it has launched official Facebook and LinkedIn pages. “We’re trying to put a face to what a broker-dealer really is,” said Craig Lewis, vice president of marketing.
National Planning Holdings Reports Record Annual Revenue, 5% Jump in Reps
National Planning Holdings Inc., the network of independent broker-dealers that is an affiliate of Jackson National Life, announced Tuesday that in 2011 it posted a 13.5% increase in revenue to a record $788 million, with a 14% increase over the prior year in product sales to a record $16.3 billion.