Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Buffett Picks Another Dark Horse Successor
By Marlene Y. SatterWarren Buffett has chosen another fund manager to further his succession plan, and once again its a candidate who has stayed pretty much out of the spotlight. Ted Wechsler of Peninsula Capital Advisors in Charlottesville, Va., will become the latest addition to the Berkshire Hathaway team.
September 09, 2011
Obama Chides Congress as He Urges Passage of Jobs ActSignaling his exasperation with a lack of congressional action in aiding the U.S. economy, President Obama gave a strongly delivered speech Thursday that laid out his vision for the American Jobs Act, a $447 billion plan.
September 08, 2011
Lessons Learned in Crisis Management: Sept. 11How one financial advisor effectively shared his concerns and support with clients on this tragic day.
September 08, 2011
How to Judge if a 9/11 Charity Is Worthwhile: BBB TipsFor the 10th anniversary of 9/11, New York Citys Better Business Bureau is offering tips to assess charitable giving opportunities, especially ones that seem unfamiliar or whose names are similar to those of well-known charities.
September 01, 2011
Raymond James Upbeat on RecruitingRaymond James Financial reported net income of $46.8 million, or $0.37 per share, for the period ended June 30 vs. income of $60.7 million, or $0.48 per…
September 01, 2011
American DreamEarl Feldhorn; senior vice president; Wedbush Securities; Los Angeles, CA; AUM: About $300 million with partner Timary DeLormeWhy he likes his job: “The…
September 01, 2011
How Much Is Too Much?As I’m sure is true for many of you, one of my favorite pastimes is reading up on the latest FINRA changes. Recently, I was reading an article about…