Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation
By John SullivanPeng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
April 05, 2012
SagePoint Hires Dee Morgan to Head RecruitingMorgan joins the organization as senior vice president of recruiting and will lead a team focused on attracting independent, wirehouse and hybrid advisors to the Phoenix-based firm.
April 04, 2012
Raymond James Taps Former Morgan Keegan CEO to Lead Fixed-Income GroupThe fixed income and capital markets group will be led by John Carson Jr., former CEO of Morgan Keegan.
April 04, 2012
IRI Speaker: Lack of Transparency about Hedging Strategies is Keeping Valuations LowA lack of disclosure among annuity manufacturers about their investment hedging strategies is depressing the companies stock valuations, according a stock analyst presenting at the Insured Retirement Institutes 2012 Marketing Summit, which concluded on Tuesday. Held at the New York City Hilton hotel, the session explored factors impacting the VA...
April 04, 2012
IRI Speaker: Lack of Transparency about Hedging Strategies is Keeping Valuations LowA lack of disclosure among annuity manufacturers about their investment hedging strategies is depressing the companies stock valuations, according a stock analyst presenting at the Insured Retirement Institutes 2012 Marketing Summit, which concluded on Tuesday. Held at the New York City Hilton hotel, the session explored factors impacting the VA...
April 04, 2012
Barclays Adds 2 Ex-Morgan Stanley Advisors in LAThe boutique firm has added eight advisors to the branchwith $2.7 million in assets and about $32 million in trailing-12-month productionin the last six months.