Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Neuberger Berman Hires Keith Rhodus as Wealth Advisor in Dallas
By Michael S. FischerNeuberger Berman Group LLC has appointed Keith Rhodus as a wealth advisor and vice president in its Dallas office, the firm announced Thursday. Rhodus joins six...
October 06, 2010
A referral success story everyone can learn fromAquiles Larrea, who attended our Referral Champions Boot Camp for Financial Professionals, has been having great success with our system and recently sent me a letter.
October 06, 2010
A referral success story everyone can learn fromAquiles Larrea, who attended our Referral Champions Boot Camp for Financial Professionals, has been having great success with our system and recently sent me a letter.
October 06, 2010
OppenheimerFunds Promotes Steinmetz to CIOMutual fund behemoth OppenheimerFunds, Inc. announced Wednesday that Art Steinmetz has been promoted to chief investment officer.
October 05, 2010
Shelley M. Fiore to assume leadership post at MassMutual's Detroit Financial GroupThe Massachusetts Mutual Life Insurance Company (MassMutual) has appointed financial services veteran, Shelley M. Fiore, CLU, ChFC, CLTC, LIC, to a leadership post at Detroit Financial Group LLC, a general agency of the company.
October 05, 2010
Neace Lukens named a '2010 Best Practices Agency'The Independent Insurance Agents & Brokers have named Neace Lukens, Louisville, Ky., led by chairman John Neace, a "Best Practices Agency." Click on the headline to read the full story.
October 05, 2010
Japan Cuts Interest Rate, Buys Treasuries; ISM Survey FallsJapan's central bank caused a stir on Tuesday when it lowered the benchmark interest rate from the previous target of 0.1% to a new rate of 0%-0.1%.
October 05, 2010
Wanted: Minority AdvisorsThe FPA has set up a Diversity Task Force to encourage people from different ethnic minorities in the financial advisory business through a series of programs and incentives.