Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership Roles
By Joyce HansonThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 06, 2010
Lipper Data Show Most Funds Struggled in Q2, Though Some ShineSecond-quarter results for the major U.S. stock indexes varied between a 5.84% loss for the Amex and 13.13% loss for NYSE.
July 02, 2010
IAIS: Common Framework Project Sets SailThe International Association of Insurance Supervisors has started formal work on a project that could have a big effect on insurers that do business in two or more countries.
July 02, 2010
Jobs Report for June Showed Unemployment Down to 9.5%, but 125,000 Fewer JobsThe widely watched U.S. Labor Department employment report for June disappointed expectations, showing a decline of 125,000 payroll jobs, but it also showed that the unemployment rate edged down to 9.5%.
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
July 02, 2010
IAIS: Common Framework Project Sets SailThe International Association of Insurance Supervisors has started formal work on a project that could have a big effect on insurers that do business in two or more countries.
July 02, 2010
Fiserv's Nash and Pareek on AdviceAmerica: The Weekend InterviewThe strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.