Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Envestnet's Jud Bergman on His Newly Public Company's Plans: The Weekend Interview
By James J. GreenGroup Editor-in-Chief Jamie Green spoke by telephone to founder, chairman, and CEO Judson Bergman, who took the time to talk about his priorities and Envestnet's future.
July 29, 2010
Envestnet IPO Stock Starts Trading on NYSERinging the bell to start the day of trading at the New York Stock Exchange on Thursday, July 29, Envestnet Inc. formally became a public company under the ticker ENV.
July 26, 2010
Sales alert: Steps to take you to the top!The sales profession in our country today is dismal. People say they are pros, but they are amateurs. Pros do things differently in any profession, and sales is no different than any other.
July 26, 2010
Underwriting Salesmanship: Mindset Matters!As a group, insurance underwriters can be characterized as "literal" thinkers. That defining characteristic makes them good at what they do, but it can also seriously limit their success.
July 23, 2010
HighTower Expands Into Silicon Valley Via Three Bridge WealthHighTower, the advisor-owned financial services company from Chicago, has announced its acquisition of a California independent that has deep ties to the Silicon Valley community.
July 23, 2010
Five Questions for a Top RecruiterWhat's your view of today's recruiting environment vs. a year ago? It's a whole different ball game out there. The environment has...