Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Price of Being Small
By Staff WriterWhen Lon Dolber opened the doors of his broker/dealer on September 11, 2001, he was as shocked as anyone by the events of the day,...
March 01, 2006
Old-Fashioned AdviceOn a recent Thursday, advisor Howard Sontag had his first client meeting of the morning with a hedge fund manager and his wife who had...
February 28, 2006
Who are you?Carbonated water, high fructose corn syrup, caramel color, phosphoric acid, natural flavors, caffeine. Alone, these ingredients mean nothing, but attach the name Coca-Cola and hundreds of images are instantly conjured up: the smell of summer
February 28, 2006
P-C Veteran To Run Latin American UnitSwiss Reinsurance Company has promoted Beat Strebel to head of its Latin American unit.Strebel, who is based in Armonk, N.Y., previously was responsible for Swiss ...
February 21, 2006
Atticus Passes on Board SeatNEW YORK (HedgeWorld.com)--Atticus Management LLC informed the management of Phelps Dodge Corp., Phoenix, in a letter Wednesday [Feb. 15] that it won't accept a seat on the Phelps Dodge board of directors. Atticus contends that Phelps Dodge, a smelter and refiner of non-ferrous metals, has too much cash on its...
February 13, 2006
CIGNA Veteran To Head Arizona UnitA large managed care company has a new leader in the Grand Canyon State.CIGNA HealthCare, a unit of CIGNA Corp., Philadelphia, has named Kurt Weimer ...
February 12, 2006
12 Questions You Must Ask Business Owner ClientsIf you have clients who own family businesses, very often the firm is the largest asset in their estate. Unfortunately, many business owners fail to ...
February 12, 2006
12 Questions You Must Ask Business Owner ClientsIf you have clients who own family businesses, very often the firm is the largest asset in their estate. Unfortunately, many business owners fail to ...