Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
What's New in Retirement Income Software
By Ed McCarthy, CFP, RICPA chat with John Olsen, CLU, ChFC, AEP, of Olsen Financial Group in Kirkwood, Missouri, about how trends in behavioral finance and financial planning are affecting software and how advisors can best take advantage of these developments.
September 11, 2009
Organizational Changes for AspiriantKochis stepping down as CEO, but not retiring.
September 11, 2009
AAA Suit ContinuedA court hearing on a disputed leadership post at the American Academy of Actuaries has been continued until Tuesday.
September 10, 2009
Boomers retire out of one career into anotherSome boomers may be retiring, but that doesn't mean they'll stop working. The California Association of Business Brokers say that although there are many baby...
September 09, 2009
Back to Basics: Client Relationships: Practice Edge, September 2009A new school year is starting, and kids are going back to the basics--trading summer camps for classrooms, skateboards for school supplies, and video games for textbooks.
September 03, 2009
Pru Boosts Disability UnitPrudential Financial Inc.'s Group Insurance Business announced today it is opening a disability management services office in Scottsdale, Ariz.
September 02, 2009
The Desire MythMotivation is critical to excellent performance, but it alone is not enough. Our society sends the message that people can do anything they want to do as long as they are willing to work hard and make it happen.
September 01, 2009
Master of One: The Case for SpecializingThere is an old expression that has gone out of fashion in an age when "multi-tasking" is an admired characteristic: jack of all trades, master of none. It describes someone who can perform a number of tasks adequately, but is not an