Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
USI Combines Units
By staff WriterUSI Holdings Corp. has merged the operations of a group benefits business and an affinity marketing business.
August 16, 2010
How to Handle Referral WoesFrom time to time, an insurance advisor will say to me, "You know, I've been referring a lot of business to this CPA - but he never refers me back. I'm going to stop referring him business."
August 16, 2010
Five Questions for a Top RecruiterThe first six months of the year was relatively slow as so many advisors had moved last year and because of retention packages keeping...
August 12, 2010
Mixed Picture in Securities, Finance HiringStill, the latest jobs report shows employment in the industry to now be at its highest level since July of last year, and it has posted a modest gain of 9,000 jobs for 2010.
August 11, 2010
The Lessons Advisors Learned During the Market Crisis: Practice Edge for August 2010As we often hear in our industry, "past performance is not indicative of future results.
August 11, 2010
Clearbrook Wins Away IPC Business From Troubled Jesup & LamontIndependent Portfolio Consultants (IPC) has transferred 1,400 client accounts worth over $1 billion away from troubled broker-dealer Jesup & Lamont Securities Corp. to the broker-dealer subsidiary of Clearbrook Financial.
August 10, 2010
Benefitfocus Adds Analytics FirmBenefitfocus.com Inc. has acquired Benefit Informatics Inc.
August 10, 2010
SMAX Update: It's time to take the leadAs I write this blog, we're only two weeks away from the annual shindig known as Senior Market Advisor Expo. Held this year at Mandalay Bay in Las Vegas, Aug. 25-27, this year's SMAX is focused on helping advisors maximize their potential.