Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Five Questions for a Top Recruiter
By Janet LevauxWhat's your view on the recruiting market in 2010 vs. 2009? The wirehouse shuffle, as I call it, is now back to normal vs. the...
July 23, 2010
Five Questions for a Top Retirement AdvisorResearch: What retirement issue has hit you or your clients out of left field, and how did you resolve it? J. Cornell: Investor reality confirmed,...
July 22, 2010
Raymond James Advisors Post Strong Sales, IncomeRaymond James' 5,340 advisors help private-client group boost sequential results.
July 22, 2010
The Hartford Names George Eknaian Chief Actuary for Wealth ManagementThe Hartford Financial Services Group announced Thursday, July 22, the selection of George Eknaian as chief actuary for the firm's Wealth Management businesses.
July 21, 2010
BlackRock Doubles Q2 Net Income, but Client Outflow Problems PersistBlackRock reported Q2 2010 net income of $432 million, up $214 million from a year ago and up $9 million from the first quarter.
July 20, 2010
Morgan Stanley Re-Works Wealth Management TeamMorgan Stanley Smith Barney appointed James Tracy as chief operating officer of distribution and development for wealth management in the U.S. and Douglas Ketterer as head of its private-wealth management unit in the U.S. on Monday, July 19.
July 15, 2010
LPL Financial to Acquire National Retirement PartnersOn the heels of its filing for a $600 million stock offering, LPL Financial announced an agreement to acquire retirement plan specialist National Retirement Partners Inc. (NRP), which will form a new division called LPL Financial Retirement Partners.
July 15, 2010
A Glimmer of Job-Growth HopeOverall Employment The private sector added just 83,000 jobs according to the June employment report, which was not enough to offset the loss of some...