Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Michael Kitces, Nerd Who Does It All: The 2014 IA 25 Profile
By Melanie WaddellOne has to wonder how Michael Kitces does it: the advisor, blogger, Twitterphile and industry speaker is constantly evolving and taking on new challenges.
May 22, 2014
New Hire Roundup: NASDAQ OMX Names Wittman Head of EquitiesAlso, Kira Bazile joined North Street Global as president, and Citi Private Bank announced changes in its family office leadership.
May 22, 2014
Reality Bites: Busting the Myth of Financial PlanningThe founders of "financial planning" made a mistake: they focused on the wrong thing.
May 21, 2014
How to Turn Workshop Attendees Into ClientsHolding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
May 21, 2014
Cetera Advisors Names New PresidentErinn Ford's appointment comes one week after Valerie Brown left Cetera Financial and Larry Roth was named head of its IBD operations.
May 21, 2014
Chamber-backed Republicans win in Georgia Senate primaryThe GOP has accused the Democratic candidate of not taking a stand on PPACA.
May 20, 2014
Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 ProfileAt a stage of their careers where many advisors slow down, Katz and Evensky are doubling down on their commitment to the next generation.
May 20, 2014
Nothing Sells Like Team Spirit at MetLifeMetLife Solutions Group says team selling has provided its advisors three benefits: Clients get holistic planning, and advisors increase business and stem losses.