Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Merrill Lynch Investment Management and BlackRock Merger Complete
By Kara P. StapletonBlackRock Inc. and Merrill Lynch Investment Management have completed the merger of their investment management businesses, creating a company that will have more than $1 trillion in assets under management, operating chiefly under the BlackRock name.
October 01, 2006
RJFS Names New Executive; Plans Expansion in Recruiting TeamSome six months after deciding to replace its former top recruiter, Bill McGovern, Raymond James Financial Services says it has tapped a successor: William C....
October 01, 2006
Schilffarth-Schnoll Team Moves to RBC DainThe team of Richard Schilffarth and Howard Schnoll, known for their pioneering work in separately managed accounts, is joining the Milwaukee office of RBC Dain...
October 01, 2006
Fungos and LegacyOn a beautiful Saturday this past May I sat at a baseball field in Raleigh, North Carolina, watching 40 or so youngsters participate in a...
October 01, 2006
The Young & Not-So-YoungThis past August, the Financial Planning Association gave us a glimpse of the future leaders of the profession by hosting its first-ever NexGen 2006 conference. The...
October 01, 2006
Acquiring Affluent Clients Through CPAsNetworking with CPAs may help expand your business. Local CPAs may have wealthy clients and likely don't offer services that compete with your business. Likewise,...
October 01, 2006
The Times Are A-ChangingIn an August 22 presentation, Mindy Lubber, president of the environmental and investment coalition Ceres, baldly said that global warming is "the greatest threat the...
October 01, 2006
UMAs & CIFs: New 401(k) SolutionsJohn Newman's group at Denver-based Fiserv ISS is poised to take advantage of the new trend toward outside management of asset allocation in retirement plans--and...