Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
Building Your Business
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 2
By Michael E. KitcesThe financial planning community was stunned by the announcement that Alan Goldfarb resigned.
October 31, 2012
The (lost?) art of conversationHow a salesperson got my attention and made the sale.
October 26, 2012
‘Fiscal cliff’ already hampering U.S. economy, report saysA new report says going over the fiscal cliff could destroy 6 million jobs by 2014.
October 16, 2012
Sheila Bair Calls Pandit’s Departure From Citi a ‘Very Positive Move’Bair had "concerns" about Pandit's qualifications to serve as the CEO of Citigroup.
July 29, 2012
8 Signs You Are a Cowardly Leader, Part 2Are these behaviors obscuring your true leadership potential?
July 23, 2012
8 Signs You Are a Cowardly Leader, Part 1Is fear obscuring your true leadership potential?