Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Talent Management: Antidote for the Peter Principle
By Kirk J. HulettYou may have tools and processes to identify talent at your advisory firm, but do you have a process for ensuring the right talent gets moved into higher-level jobs?
October 17, 2012
From business success to successionThe benefits of transferring a business to a family member are many. The responsibilities are many, too.
October 17, 2012
What Consumers Want: NAPFA’s Infographic Is Good, But…...it fails to address the question that should be top of mind for the entire financial planning community: Why dont more people go to financial planners?
October 17, 2012
Travelers: more than two in five women business owners uncertain of cyber risk protectionThough 65% of small businesses say the Internet is critical to their success, one quarter of female business owners are uncertain about their level of protection from cyber risks, new data shows.
October 17, 2012
Travelers: more than two in five women business owners uncertain of cyber risk protectionThough 65% of small businesses say the Internet is critical to their success, one quarter of female business owners are uncertain about their level of protection from cyber risks, new data shows.
October 17, 2012
What’s a Facebook follower worth?Facebook's new practice of restricting business posts has essentially lowered the value of a Facebook fan.
October 16, 2012
Baird Grabs 7 Reps With $970M as Janney Adds New ManagerThe new Baird reps join from Morgan Stanley, Citi and other firms.
October 16, 2012
Sheila Bair Calls Pandit’s Departure From Citi a ‘Very Positive Move’Bair had "concerns" about Pandit's qualifications to serve as the CEO of Citigroup.