Sealing Cracks in Your Sales Pipeline
These tools can stop prospects from leaking away.
How Advisors Can Write More, Better and Faster
Use technology to supercharge your written communications.
Microsoft Up 6% Today, but as for Tomorrow …
As CEO Steve Ballmer makes his exit, it’s worth noting that Microsoft stock has outperformed the Dow, and market darlings like Google, recently.
SEC Charges ‘Tipper’ in SAC Capital Insider Trading Case
At SAC Capital, even the “whistle-blower” finds himself in the legal cross-hairs.
Michael Kitces Launches Recruiting Screening Tool for Financial Planners
New Planner Recruiting announced it has launched a standalone service to offer screening of financial planning candidates for advisory practices.
Secrets to Building a Top ETF Firm
What does a world-class ETF investment advisory practice look like? Four leading advisors share their success stories about their ETF businesses.
New Hire Roundup: INTECH Names Leonardi Head of Consultant Relations
This week in new hires, Phillip Leonardi was named to head the consultant relations team at INTECH and Steve Schlafman went to RRE Ventures. Also, Kathleen Brenk and Sue Summers joined Trust Company of America.
Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
Dubai’s Growing Economy Faces High Debt Hurdle in 2014
Dubai has been prospering, which is remarkable, considering that it faced down default in 2009. However, there may be storm clouds on the horizon.
Seeking Alpha Creatively Is a Theme at Morningstar Conference
Portfolio managers are pouring into Chicago in an annual summer pilgrimage to the Morningstar Investment Conference, where those on a quest for alpha can slake their thirst in hearing the views of the mighty and the yet undiscovered.