Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Advisor M&A and Succession Planning: Measuring Valuation
By Bob ClarkIf youre buying or selling an advisory firm or planning your succession, the "why" is as important as the "how" in determining the firm's value.
March 12, 2014
Selling your agency: Top 10 must-dosWhen a sale becomes your best bet for perpetuating the business youve built, here's how to do it right.
March 12, 2014
New Hire Roundup: Charlson to Head Morningstar Alternative Funds ResearchMeanwhile, the American Benefits Council names new board members and officers, and CFPB adds experts to senior posts.
March 11, 2014
IBD Regulation: Broken Windows, Broken SystemWeve already seen the impact of the broken window approach, with minor offenses treated as major offenses and major ones as potential career enders.
March 11, 2014
HNW Practice Thrives While Advisor Sails Around the WorldAdvisor Scott Leonard took 2 1/2 years off to sail around the world without losing a client.
March 11, 2014
Zurich Insurance to cut up to 800 jobsThe biggest Swiss insurer plans to save $250 million annually by cutting as many as 800 jobs after lowering its profit goal in December.
March 10, 2014
AIG focusing on Benmosche successorAIG president and CEO Robert Benmosche said he plans to leave the company in early 2015.
March 07, 2014
Nancy Prior to Head Fidelity Fixed IncomeShe'll report to Charlie Morrison, the new head of the $1.9 billion asset management group.