Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
New Hire Roundup: Wyderko Named President, CEO of Mutual Fund Directors Forum
By Marlene Y. SatterThis week in new hires, Susan Ferris Wyderko was named president and CEO of the Mutual Fund Directors Forum and Lisa Resnick became senior VP of retail distribution at Genworth Financial.
October 18, 2011
The #1 Worst Practice: Getting Rid of ClientsHere's what your peers think about the spooky advisor practice known as book pruning.
October 18, 2011
Bank of America Earns $6.2B on Accounting Gains (AP)Bank of America earned $6.2 billion in the third quarter on accounting gains and the sale of a stake in a Chinese bank, which offset lower revenue and income in its credit card, real estate and investment banking businesses.
October 17, 2011
Key to 408(b)(2) Compliance: Support, Solid ProceduresThe regulatory reform advisors are facing is nothing less than stunning, Amy Glynn, president of Pension Resource Institute told attendees at the Center for Due Diligences 2011 conference.
October 15, 2011
Recession? Not Again!Think you cant sell in bad times? These nine steps will boost your sales in any economy.
October 15, 2011
Recession? Not Again!Think you cant sell in bad times? These nine steps will boost your sales in any economy.
October 14, 2011
Citibank Cuts 80 Wealth Investment ConsultantsCitibank announced Friday that as part of a 'strategic decision' by Citibank and Citigold Wealth Management leadership, the Citi Personal Wealth Management Investment Consultant role 'will be discontinued.'
October 14, 2011
Back to Basics...but Why?As MetLife explores the possibility of selling off its forward mortgage business amidst implementation of Dodd Frank some may ask: Why?