Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
CFP Board Names Votava 2015 Chairman-Elect
By Melanie WaddellG. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
August 05, 2014
CFB Board Creates Another Three-Bucket Mess on CompensationRick Kahlers "fee-only" trouble demonstrates the limitations of the CFP Boards compensation rules.
August 05, 2014
FSI Taps Cetera, First Allied Exec as Vice ChairmanAdam Antoniades takes on a new role at FSI, while Richard Lampen of Ladenburg Thalmann gets a new title as well.
August 05, 2014
Openshaw to Lead Financial Women’s AssociationSocial media expert was most recently president of Finect, a platform for advsiors.
August 05, 2014
Battered Morgan Stanley Breakaway Advisor Fights BackBreakaway advisor James Eastman tells ThinkAdvisor how Morgan Stanley read his email and painted his compliance record when he tried to leave.
August 04, 2014
Mariner Holdings Buys Allied Business GroupThe deal will allow Mariner to provide more services, like implementing business exit strategies and advising on private investment opportunities, to HNWs and business owners.
August 04, 2014
Advisors: Don’t use ‘style’ as an excuseSome salespeople use style as an excuse for fear or weakness. But theres only one style worth cultivating: creating value for your clients.
August 03, 2014
An e-newsletter? 6 reasons why you need oneSocial medias in a constant state of flux, but there is one marketing tool that has never gone out of style: the trusty e-newsletter.