Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
FLP Guidelines
By Staff WriterDocument a legitimate business and non-tax purpose for creating the partnership. Reducing estate taxes and facilitating gift giving should be ancillary to the partnership's primary...
August 01, 2005
The Gurus SpeakWhat's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all...
August 01, 2005
Independence DayMost people in the financial advisory business see it as parallel universes. In one there is the self-employed advisor who is either operating as an...
August 01, 2005
Train the Young, Build an IndustryRecently I've been reading and hearing a lot about career paths and career development for the financial planning profession. Financial planning has now reached adolescence...
July 26, 2005
Eastbridge: In-Force Worksite Premiums Rise 11%Sales of insurance products through the worksite slowed in 2004, but insurers are getting more business from existing worksite customers.[@@]Researchers at Eastbridge Consulting Group ...
July 21, 2005
Chicago Firm Organizes Small Business Benchmarking SurveyGCG Financial Inc. is sponsoring a free, Web-based employee benefits cost survey for Chicago-area employers with 2 to 100 employees.[@@]Owners and managers who participate ...
July 21, 2005
Perot To Pay Up To $83 Million For TAGPerot 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 18, 2005
New York Agency Adds Benefits ConsultantsThe Young Agency Inc. has hired Kurri Breon and Donna Neal to be employee benefits consultants.[@@]Breon has a bachelor's degree from Bucknell University and ...