Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
SIFMA Names Former Sen. Gregg as CEO
By Melanie WaddellSIFMA announced Monday that former Sen. Judd Gregg has been appointed CEO and that Ken Bentsen, acting president and CEO, is now president.
May 15, 2013
Obama’s war on the youngPremiums for the young and healthy could go up by more than a slight increase under PPACA.
May 15, 2013
Sallie Krawcheck to Buy 85 Broads, a Global Women’s NetworkThe former Merrill broker chief says shes happy to become the leader of 85 Broads, a group with 30,000 members from 130 countries.
May 15, 2013
3 Successful M&A Exit StrategiesIf you have one buyer and one seller, you wont get what you want, says one veteran dealmaker.
May 15, 2013
CFP Board Appoints Panel to Boost Number of Female AdvisorsThe CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasnt budged for a decade.
May 15, 2013
Want a More Profitable Firm? Let Employees Work From HomeOur research shows that firms that offer more flexibility to employees are more productive and profitable and the employees are happier, as are clients.
May 15, 2013
New Hire Roundup: U.S. Bank Adds Felchle, ErnstThis week in new hires, Steve Felchle and Jason Ernst joined U.S. Bancorp Investments, and David Skaggs went to the Private Client Reserve.
May 15, 2013
Advisors May Be Crazy, Like a FoxWhat the research suggests about advisors change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?