Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Should Practice Management Really Be Eligible for CE? Part 1
By Michael E. KitcesWho wants a doctor who skipped classes on the latest medical treatments to instead learn about marketing or a new billing software?
September 05, 2012
Young Advisor Reveals ‘Huge Opportunity’ to Grab Profitable Books of Business"Fewer people are entering the business while more people are exiting due to age and retirement," says John Arnold of AXA Advisors, explaining his strategy.
September 04, 2012
FINRA Regulatory Head Luparello Leaving to Join D.C. Law FirmFINRA announced Tuesday that Vice Chairman Stephen Luparello, who has been at FINRA and the NASD for more than 16 years, is leaving to join the WilmerHale law firm in Washington.
September 04, 2012
TDAI Names Dario Managing Director of Product ManagementIn this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.
September 04, 2012
NAPFA Elects Lauren Locker to Replace Ron Rhoades as ChairLocker, who founded her own New Jersey-based firm in 1992, is a CFP and has served on NAPFAs National Board for the past two years.
August 31, 2012
Q&A with Mark PruittLearn Mark Pruitt's secrets to seminar success and find out which marketing tools have transformed his practice in LifeHealthPro's exclusive video interview.