Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
No ‘I’ in Team? To Succeed, Use Skills of Your Current Employees
By Angie HerbersHarnessing the skills and preferences of your advisory firm's current employees is more important than how they, or your prospective new hires, look on paper. You've already built a team, now make sure they perform at their highest level.
February 21, 2012
Why Some Big Breakaway Brokers Are Going Independent: EconomicsThese days, big wirehouse brokers are making the move to independence for economic reasons. Will that change the independent advisor community?
February 21, 2012
Dynasty Financial Continues to Expand With Break-Away AIFDynasty Financial Partners announced that UBS Wealth Services Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
February 17, 2012
Aegon Earnings Fall 75%, Proposes DividendDeposits in the firms annuities and pension management businesses in the U.S. had been strong throughout the year as baby boomers retire.
February 16, 2012
An Economics Writer’s Lament: CommentaryAn article in The New York Times this week was a perfect caricature of a worldview that looks to government as an almost magical provider of solutions and people as powerless victims of crass corporations.
February 14, 2012
Have You Spoken With Your E-Quaintance Lately?The sales process may begin online, but the real connection takes place offline.
February 14, 2012
Young Adults Hit Hardest By Recession: PewOver 40% of adults surveyed by Pew Social Trends say that Americas young adults, those between 18 and 34, have suffered more through this recession than their older counterparts.
February 14, 2012
Harness the Power of Your Customers' TestimonialsWhen it comes to effective marketing and business development, a glowing endorsement from a client is the gold standard.