Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Much of 2013’s Important News Arose From What Didn’t Happen
By Bob ClarkOne of the big things that failed to happen this year was a fiduciary standard imposed on brokers by either the SEC or the DOL.
December 16, 2013
Charges of NAIC corporate governance problems eruptMonday's NAIC Executive Committee meeting erupted into a biting referendum on the NAIC itself after Conn. Insurance Commissioner Tom Leonardi sent a bold letter to fellow commissioners.
December 16, 2013
Charges of NAIC corporate governance problems eruptMonday's NAIC Executive Committee meeting erupted into a biting referendum on the NAIC itself after Conn. Insurance Commissioner Tom Leonardi sent a bold letter to fellow commissioners.
December 13, 2013
If You’re a Generalist, Advisor, Your Days Are NumberedThe age of the specialist has begun. Advisors who want to grow and succeed from here must differentiate themselves further.
December 13, 2013
SIFMA Chief Gregg Steps DownFormer Sen. Judd Gregg cites personal need to spend less time commuting to Washington from New Hampshire and slowing a hectic schedule."
December 12, 2013
Responding to evolving distribution modelsMetLife discusses the changing distribution model and its own response to it.
December 12, 2013
Responding to evolving distribution modelsMetLife discusses the changing distribution model and its own response to it.
December 12, 2013
The Biggest Trap Advisors Face When Marketing ThemselvesWhen you cast your prospect net wider hoping to attracting more clients, your prospect list may grow, but your close rate will suffer.