Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Perot To Pay Up To $83 Million For TAG
By Staff WriterPerot Systems Corp. has agreed to pay at least $65 million in cash to acquire Technical Management Inc., the parent of Transaction Applications Group.[@@[Perot, ...
July 13, 2005
Security Products Guard Against Hackers, Spyware, Other ThreatsProtection extends from the enterprise to the desktopRegulation and compliance are the bywords of our industry these days, but with cyber crimes and threats ...
July 07, 2005
The Will to PreparePracticeEdge, the monthly best practices newsletter for JulyHitting the midpoint of the year is an opportune time to assess both how your firm and the entire advisor industry is doing Over all, the picture is pretty good. Independent investment advisors have experienced a remarkable growth surge in the last few...
July 06, 2005
MetLife Adds Travel Accident CoverageMetLife Inc. has started marketing business travel accident insurance.[@@]The product provides employer-paid coverage for employees injured in accidents while traveling in the United States ...
July 03, 2005
On Passion And ProductsPassion seems to be held in high esteem among many insurance and financial product professionals today.The common belief seems to be, if you are passionate ...
July 01, 2005
Paul HixsonFinancial Management Professionals 4841 Ihles Road Lake Charles, Louisiana 70605 337-433-4334 www.fmprofessionals.com Year Practice Began: 1987 Number of advisors in firm: 7 Number of clients: 500 (approximately) Compensation method: fee-only Fee for managing assets:...
July 01, 2005
Step Up to the PlatePolitical pundits are wringing their hands these days about blue states and red, about the yawning partisan chasm that has opened up in this country....
July 01, 2005
Ken Fisher--the $25 Billion Man--May Buy Advisor PracticesWhen Investment Advisor last spoke with Ken Fisher two years ago ("Straight Talk From Ken Fisher," September 2003), Fisher Investments boasted $15 billion in assets...