Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
President-Elect Sandy Says FPA's Diversity Is Its Strength
By Melanie WaddellA 25-year advisory industry veteran, Pamela Sandy takes office in 2015, says advocacy in Washington will remain a top priority for the Financial Planning Association.
August 15, 2014
Former SEC Chief Walter Named FINRA Public GovernorFINRA announced Thursday that former SEC Chairwoman Elisse Walter has been elected to FINRAs Board as public governor.
August 15, 2014
The Four Traits of the ‘Perfect Advisor’While investors may have a hard time finding "perfect" advisors, is there another trait they should be seeking?
August 14, 2014
Edward Jones to Fund Series 7 Course for College StudentsThe firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
August 14, 2014
Commonwealth Grabs Group From LPL-Affiliated FirmBenjamin W. Wong and Associates joined Commonwealth after their previous firm, Financial Telesis, was bought by an ex-LPL exec.
August 14, 2014
Berkshire Rises Past $200,000, Extending Buffett’s RecordBerkshire Hathaway Inc. traded above $200,000 for the first time, further validating Chairman Warren Buffetts decades-long bet on the U.S. economy.
August 14, 2014
A 5-Step Process to Utilize Your Existing Technology: Level 3 – Building Processes Into Your CRMIn the third post in our series, we focus on how to build processes into your customer relationship management software. It's easier than it sounds.
August 14, 2014
Growing Your Advisory Firm by Recruiting the 'Right-Fit' AdvisorHow to find and add the right advisor, experienced or young, to your firm for growth now and succession planning later.