Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
CFP Board Business Meeting Addresses Goldfarb Resignation
By Melanie WaddellThe CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Boards Chairman, Alan Goldfarb.
November 12, 2012
Borzi’s Right Hand Man, Davis, Leaves EBSA and Joins PrudentialMichael Davis, Phyllis Borzis right hand man at the DOLs Employee Benefits Security Administration, has left his post as Deputy Assistant Secretary of EBSA and joined Prudential Retirement.
November 12, 2012
Advisors: Don’t Run Your Business Like an ATMMost advisors fall into the annuity trap of treating their business primarily as a source of current income rather than building real enterprise value, the Alliance for RIAs advisor study group warns.
November 12, 2012
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 2The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
November 12, 2012
NAPFA CEO Ellen Turf to Step Down Next YearTurf's announcement comes on the heels of a shakeup on NAPFAs board in August, when Ron Rhoades voluntarily resigned from his chairman-elect position due to a compliance violation.
November 09, 2012
5 rituals of outstanding salespeopleTop-performing salespeople don't just wish for success. They make it happen.
November 09, 2012
Edward Jones Hires 300 Military Veterans for Advisor Positions"Hiring military veterans is a part of the Edward Jones culture and heritage and not simply viewed as a corporate initiative," says managing partner Jim Weddle.
November 09, 2012
Analysts eye Prudential LTCI chargesThe LTCI results no longer affect operating earnings but do effect net income.