Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
AAA Updates Qualification Standards
By Staff WriterThe American Academy of Actuaries has decided to stick with an earlier decision to increase continuing education requirements for actuaries who issue U.S. statements of ...
August 01, 2007
The trust factor, part 2: Get nakedLast month, we wrote that trust (or the lack of it) is on a lot of people's minds. In addition, we urged advisors to communicate character and demonstrate competence in order to achieve breakthrough trust.
August 01, 2007
Keep your ego out of the wayEgo. It's the force that drives us. It's the psychological phenomenon that enables each of us to pursue our aspirations - whether they be getting the football across the goal line or nailing that monster account. According to Sigmund Freud, the ego
August 01, 2007
2007 SMA Advisor of the Year Finalists: 7 questions for the final 5This article takes a revealing look into the highly successful practices of our five finalists as they share their approach toward business, industry, new clients, community involvement and the future.
August 01, 2007
SOA Designs Credential For Corporate PlayersThe Society of Actuaries has set up a Chartered Enterprise Risk Analyst professional education program.To receive the CERA designation, candidates must take risk management classes ...
August 01, 2007
Defining a Buy-SellWhat exactly is a shareholders' buy-sell agreement? Stuart Mickelberg provides this succinct answer: A shareholder agreement, or buy-sell agreement, is a legally binding contract between shareholders...
August 01, 2007
Pain-Free Wealth ManagementInspiration often appears in the strangest places. For me, it recently revealed itself at my son's dentist appointment. In order to cure a watermelon-sized abscess...
August 01, 2007
UBS Appoints New HeadOn July 5, the UBS board of directors appointed Marcel Rohner as the company's group chief executive officer, succeeding Peter Wuffli. Rohner has been chairman...