Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
The Price of Being Small
By Staff WriterWhen Lon Dolber opened the doors of his broker/dealer on September 11, 2001, he was as shocked as anyone by the events of the day,...
September 01, 2005
Stoking Star PowerAt least once a week, I get a call or an e-mail from an experienced planner looking to recruit the next "superstar" of the profession....
February 01, 2005
Mind the GapAround the family dinner table the other night, we were discussing the merits of the United States Constitution (don't you have those conversations nightly over...
February 01, 2005
The Great Divide of Financial PlannersFull of hope, planners fresh out of school are instead frustrated by the pioneers of the profession. How did we get into this mess?
March 24, 2004
Phoenix To Sell Broker-Dealer Units, Focus On ManufacturingPhoenix To Sell Broker-Dealer Units,Focus On ManufacturingBYAs part of an effort to regain profitability, the Phoenix Companies Inc. has agreed to sell its retail broker-dealer ...
February 01, 2004
The New Faces of PlanningWe all know the standard formulas for Hollywood movies: There's the basic "boy meets girl, loses girl, gets girl back" plot line, the tale of...
February 19, 2003
Young To Become Chairman Of PhoenixNU Online News Service, Feb. 19, 4:53 p.m. -- The Phoenix Companies Inc., Hartford, says Dona Young will become its chairman April 1.Young, the ...
February 03, 2002
Siebel Unveils New CRM Software SuiteSiebel Systems, Inc. has announced the release of Siebel 7, the seventh version of its CRM solution for financial services.According to San Mateo, Calif.-based Siebel, ...