Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Chairman-Elect Joe Votava Resigns From CFP Board of Directors
By James J. GreenCurrent Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.
April 10, 2015
The secret sauce of successful firmsHow cutting-edge advisors embrace innovative business cultures and have fun.
April 10, 2015
Algorithms Will Make JPMorgan Less BadJPMorgan is using algorithms "to identify rogue employees" to minimize costs and maximize ROE (and bonuses). That happens to coincide with regulatory goals.
April 10, 2015
Advisors seek support on how to better run their businessesNearly 8 in 10 advisors say technology tools for client services is the most important sales support they could receive.
April 10, 2015
Advisors seek support on how to better run their businessesNearly 8 in 10 advisors say technology tools for client services is the most important sales support they could receive.
April 09, 2015
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory GroupMeanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
April 08, 2015
NAPFA, Take 2: Just Say ‘No’ to PoliticsThe response to my suggestion that NAPFA not get involved with protesting Indiana's law graphically illustrates my point.
April 08, 2015
2 harmful referral mythsTheres nothing mythical about referrals. Dont hamper your referral efforts by believing in these myths.