Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Thain Tapped as Merrill's New CEO
By Janet LevauxMerrill Lynch is now led by John A. Thain, 52, the former chief executive officer, director and member of the management committeee of NYSE Euronext...
January 01, 2008
Surviving the Seller's MarketWhen I came out of the financial planning program at Kansas State in 2000, my classmates and I went all over the country to find...
January 01, 2008
Value PropositionWhen lAST WE interviewed Don Schreiber in this space, he told us how he built his advisory firm, WBI Investments, and how he came to...
January 01, 2008
Investment ComposerThe typical background for a financial advisor is a business degree followed by an entry-level job with a wirehouse or large accounting firm. Or, maybe...
January 01, 2008
A New Benchmarking Tool's in TownThere's a new benchmarking tool that gives advisors a snapshot of what competitors and colleagues in their backyards are up to. The Financial Planning Association...
December 31, 2007
From art to business scienceWhat does it take to go from being a good advisor to a great one? For Don Leitzell, it was the ability to combine art and business science. Don became an independent financial advisor in 1987. Twenty years later, his financial advisory firm,
December 31, 2007
Understanding succession planning fundamentalsMany entrepreneurs who have family owned or closely held businesses say their most difficult challenges are deciding who will succeed the current generation and how to preserve and build the company's value by providing for a smooth transition of
December 27, 2007
More Small Businesses to Adopt 401(k) PlansThe micro and small business segment of corporate America has, until now, been relatively underserved by the retirement finance industry, but according to retirement experts like Mark Gutrich, president of Denver-based ePlan Services, it is set to see a marked increase in 401(k) plans in 2008 and beyond, largely as...