Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
New Hire Roundup: New National Segment Leaders at Mercer Hammond
By Marlene Y. SatterThis week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.
October 09, 2012
Commonwealth Grabs $300M Team From First AlliedThe new group is based in Minnesota and includes four financial advisors.
October 09, 2012
Julius Baer May Cut 1,000 Jobs After Merrill AcquisitionThe bank seeks to reduce its workforce by 15%18%, now that it has a combined staff of some 5,700 in the wake of its acquisition of Bank of America-Merrill Lynchs former U.S. wealth management units.
October 08, 2012
Top 10 BDs Breakaway Advisors Want to JoinThe leading firms have one characteristic that makes them similar, according to the recruiter Chip Roame, and that might explain their appeal.
October 08, 2012
The best sign that it’s safe to start a business againNow might be the time to try being your own boss.
October 08, 2012
Advice for the NexGen Advisor: Be YourselfMy own experience leads to this heartfelt advice: find the courage to be original, regardless of your age or experience, but protect your brand.
October 05, 2012
African-American Advisors Should Not Give Up on the ProfessionEven as the number of African-American advisors entering the profession may have stagnated, studies have shown that African-Americans have a growing need for advice.
October 04, 2012
Sean “Vile Rat” Smith (1978-2012)After the recent death of American diplomat and online gaming enthusiast Sean Smith, we see how the Internet brings us together, rather than sets us apart.