Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
How to Think Big
By Staff WriterThe term "producer" rubs me the wrong way. It's insulting to clients. Someone who trusts you with his wealth would cringe if he heard that...
July 27, 2004
JPMorgan Agrees to Acquire Irish Fund AdministratorNEW YORK (HedgeWorld.com)--JPMorgan Chase & Co. has agreed to acquire Tranaut Fund Administration Ltd., an Irish hedge fund administration services company. The parties announced they...
July 21, 2004
Sell LTCI To Boomers At The WorksiteByBaby boomers are a prime market for long term care insurance, and the workplace can be an ideal place to sell it to them.Midlife boomers ...
July 20, 2004
Fair Isaac Releases Decision Management ToolNU Online News Service, July 20, 2004, 4:47 p.m. EDTFair Isaac Corp., Minneapolis, has released software that insurers can use to automate the process ...
July 19, 2004
FIMMAS Gets Web InterfaceNU Online News Service, July 19, 2004, 12:55 p.m. EDTManagement Data Inc., Birmingham, Ala., has added tools to help users connect its insurance administration ...
July 16, 2004
Conseco Hires Former ING Americas HR ExecutiveNU Online News Service, July 16, 2004, 6:37 p.m. EDTConseco Inc., Carmel, Ind., has hired Dewey Ingham to be executive vice president of human ...
July 01, 2004
FORMULAS FOR SUCCESS- Not Your Father's Bean CountersIt's no secret among independent financial advisors that accounting firms--a traditional source of client referrals--have been steadily making inroads into the advice business themselves. The...
July 01, 2004
Talk TherapyBuilding a high-net-worth clientele is often based on developing relationships that start as acquaintances, develop into friendships as trust is established, and finally become business...