Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Lonely at the top
By Stephanie UrsiniWhether it's you or one of your most revered clients, the words "it's lonely at the top" should be at the top your awareness. Today, and, unfortunately, into the future, the enormous challenges and stresses that CEOs face not only beleaguer their
October 25, 2006
New York Life Launches Recruiting SiteA large insurer has expanded efforts to segment the universe of potential sales reps.New York Life Insurance Company, New York, has posted an insurance sales ...
October 13, 2006
Teslik Leaves CFP BoardSarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board since then--along with strong reactions from many certificants--has resigned her position with the Board to become a senior VP of policy and governance at Apache Corp.
October 11, 2006
Specialists Come Out on TopIn last month's edition of PracticeEdge, we explored how we at AdvisorBenchmarking identify the top advisory firms--by the size of the firm, growth rate, profitability and range of services. In the second part of our best practices report, we continue our examination of the best advisory practices to identify what...
October 10, 2006
How a Bottom-Fisher Reels 'Em InBuying unloved stocks can be tricky, but Tim Evnin, portfolio manager of the U.S. Trust-advised Excelsior MidCap Value&Restructuring Fund (UMVEX), thinks buying companies that are down and out can lead to huge rewards. Before taking the plunge, he and his four-member value team research the company and industry, review its...
October 10, 2006
Software Releases Target Actuaries, ReinsurersTillinghast and Computer Sciences Corp. have introduced products that may help insurers manage risk.Tillinghast, Stamford, Conn., a unit of Towers Perrin Inc., has unveiled TAS-MoSes, ...
October 08, 2006
Planning For Your Practice/Business Transfer: A Win-Win For EveryoneWho will take care of your clients when you retire? What quality of service will they receive should you no longer be there to provide ...
October 08, 2006
Planning For Your Practice/Business Transfer: A Win-Win For EveryoneWho will take care of your clients when you retire? What quality of service will they receive should you no longer be there to provide ...