Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Even Small Firms Can Use Big Data
By Dan SkilesFor those who have not heard, Big Data refers to the ability to analyze or crunch significant volumes of data to better understand trends.
February 24, 2014
Leadership Teams Put the Success in SuccessionWhen most owner-advisors talk to me about succession planning, the first thing they tell me is the value of their business (based on a recent valuation or a model formula).
February 20, 2014
Why You Need Another Advisor to Plan Your SuccessionWhen planning the team to advise you on your succession plan, take Gary Pittsford's advice and get another advisor (not the successor) to advise you.
February 19, 2014
New Hire Roundup: Murphy, Fredrickson Move Up at SECMeanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
February 14, 2014
Eaton Vance Taps Goldman CIO as Equities Investing ChiefThe firm named Edward Perkin head of its equities group, which has about $39 billion in assets.
February 14, 2014
Changes Afoot in Washington Well Ahead of Midterm Elections"Its virtually certain that Republicans will retain control of the House and now are within striking distance of taking the Senate, says strategist Valliere.
February 13, 2014
4 steps to your best brandThere's a reason the topic of branding won't go away: It works.