Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Raymond James' Execs Share Aims at Confab
By Janet LevauxRaymond James defines itself by its conservative approach to the financial-advice business, and its executives stressed this point when discussing possible acquisitions during the independent channel's national conference held recently in Washington, D.C. When it comes to the advisor space, We do not want to make transformative acquisitions, explained CEO...
June 30, 2014
Team Up to Stand Out: The 2013 People and Pay StudyAdvice delivery does not necessarily have to be a team sport, but it is no coincidence that the industrys most competitive firms are team-focused.
June 30, 2014
When Advisors Face Creative DestructionHow not to go the way of the medieval scribes.
June 30, 2014
Too Small to Fail (at Succession Planning)Judging by the amount of coverage succession planning has been getting in the trade press in the past couple of years, it is one of the most pressing problems facing the independent advisory industry today.
June 30, 2014
LPL’s Largest Hybrid Is on a Wild Growth TearIndependent Financial Partners CEO Bill Hamm explains how the firm increased AUM from $3.3 billion to $5.2 billion in a year.
June 30, 2014
Best Investment Firms Ranked by Advisors: J.D. Power 2014 Satisfaction StudyOverall, advisors are comfortable with their firms, but many are unhappy about their latest pay packages, according to the J.D. Power Financial Advisor Satisfaction Study.
June 30, 2014
Want to Continue to Succeed, Owner-Advisors? Give Up These 3 Sacred CowsHeres the problem with success: what got you there won't bring you to the next level, so give up to grow.
June 30, 2014
Create your future as an advisorIf youre unhappy with your life, you can continue to tread the path youre on. Or you can decide to create the future you long for.