Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Merrill Grabs Morgan Stanley Exec to Run Annuities, Insurance
By Janet LevauxMichael Maghani, a 30-year industry veteran, was previously with Citi, UBS and other firms
September 25, 2012
Advisor-in-ChiefThis is the fourth presidential election campaign Ive experienced, or shall I say, been subjected to, since I joined Investment Advisor in 1999.
September 25, 2012
Advisors Feel Pinch of Compensation SqueezeMany advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.
September 25, 2012
Action Plan: Strategic Planning With Schwab Advisor ServicesOn a hot, sticky August afternoon in northern Virginia, three Washington-area advisors created their own cool heat inside as they discussed what they learned about themselves and their firms from participating in Schwab Advisor Services Insights to Action program.
September 25, 2012
The Cost of Management: Making More From LessIn advisory businesses, traditional hands-on management often creates more problems than it solves.
September 25, 2012
Morgan Stanley, Citi Strike Deal on MSSBMorgan Stanley and Citigroup have agreed on the valuation to be used in pricing Morgan Stanleys purchase of the remaining stake in the Morgan Stanley Smith Barney joint venture: $13.5 billion for the full business, which includes close to 17,000 advisors.
September 25, 2012
Morgan Stanley Drops Smith Barney From NameThe name change was not unexpected, said a recruiter. Finally, we have the culmination of what was not a joint venture, but a takeover.