Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Barclays Slashes 1,000 Jobs, Halts Financial Planning at UK Bank Branches
By Joyce HansonBarclays announced that it will cut 1,000 jobs following a decision by new CEO Bob Diamond to stop offering financial planning advice in the UK bank’s retail branches.
January 26, 2011
Brian Stimpfl Joins ActiFi as Senior VPBrian Stimpfl, the former TD Ameritrade managing director, has joined ActiFi as senior VP of Relationship Management, effective immediately.
January 25, 2011
Do it now: Beating procrastination as an advisorAre you the type of person who tackles projects head on and gets tasks done right away, or do you tend to procrastinate and put things off?
January 25, 2011
Salesperson styles: What kind are you?In the December issue of the Harvard Business Review, I came across a fascinating study on salespeople. Authors Lynette Ryals and Iain Davies observed 800 sales professions in live sales meetings and discovered eight types of salespeople.
January 25, 2011
Salzman Joins Neuberger BermanNew York-based money management firm Neuberger Berman announced Monday that Eli M. Salzman has joined the company as a managing director and portfolio manager specializing in U.S. large-cap value equity strategies.
January 25, 2011
HighTower Names Kuhlmey Head of Group Investment SolutionsHighTower, an open-source, advisor-owned financial services company, announced Monday that Matthias Paul Kuhlmey, partner and managing director, has been named to head a new division, Group Investment Solutions.
January 25, 2011
When It Comes to Employee Bonuses, What You Shouldn’t DoWith your employees, sometimes you should take off your planner’s hat
January 22, 2011
The 'overqualified' advisor: 2 more ways to prove you're the best candidateYou may have already read the first part of ways to prove that, while "overqualified" (or, rather, "highly qualified" as I like to call it) you are still the best candidate for the position.