Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
New Hire Roundup: Clearbrook Names Leslie Billet Managing Director
By Marlene Y. SatterDeb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.
September 09, 2013
Getting Your Succession Planning Back on TrackTo move beyond any roadblocks in the process, write a heartfelt letter to your successors to get reconnected to the ultimate goal.
September 06, 2013
Roth’s Exit From Advisor Group: ‘A Big Deal’Larry Roths departure creates a void for the IBD network, industry insiders say.
September 05, 2013
Larry Roth Leaves Advisor Group to Run REIT FirmRoth to become CEO of wholesaler arm of Nicholas Schorschs RCS Capital; Peter Harbeck is named interim president of Advisor Group.
September 05, 2013
How to succeed as an independent advisorFor the right person, the benefits of independence can be as thrilling as Icarus early moments in the air.
September 05, 2013
Staples, Goldfarb Departures Not Linked, CFP Board SaysThe CFP Board is now searching for a director of investigations to replace Rex Staples, whose last day will be Friday.
September 05, 2013
In defense of conversationNeed a reason to get your chin wagging? Here are five.
September 04, 2013
NAPFA Taps Leitz as National Chairwoman for 2-Year TermLinda Leitz, co-owner of the fee-only financial planning firm Its Not Just Money in Colorado Springs, will be NAPFA chairwoman for the 2013-2014 board term.