Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Wells Fargo Tweaks 2013 Comp Program for Brokers
By Janet LevauxThe wirehouse broker-dealer adjusts one payout level and adds a bonus focused on client acquisitions.
December 12, 2012
Is the Advisor Succession Crisis Just a Mirage? The ImplicationsThe advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.
December 12, 2012
Speed dating plus American Idol equals a brilliant hiring techniqueSpeed interviewing: For busy executives, what a brilliant concept.
December 12, 2012
Leadership changes for WellPoint Specialty BusinessesAnnmarie Hagan named president of Specialty Businesses effective immediately following Mike Walsh retirement announcement.
December 12, 2012
New Hire Roundup: Commonwealth’s Tedesco HonoredThis week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.
December 11, 2012
Is Advisor Succession Crisis Just a Mirage? Looking at the TrendsThe advisor retirement wave may not be nearly as large as anticipated. Is there really a near-term succession planning crisis looming for advisors, or just a distant exit planning problem?
December 11, 2012
Schapiro’s Senior Advisor, McHugh, Moves Over to Investment ManagementOne of SEC Chairwoman Mary Schapiros senior advisors, Jennifer McHugh, was named as senior advisor to Norm Champ, the director of the SECs Division of Investment Management.
December 10, 2012
(Not) Measuring Up: Advisor Benchmarking Studies Are UselessI find these studies to be useless, and often dangerous, if taken seriously. For one thing, how accurate is the data, especially on owners income?