Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Gurus Speak
By Staff WriterWhat's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all...
July 26, 2005
Eastbridge: In-Force Worksite Premiums Rise 11%Sales of insurance products through the worksite slowed in 2004, but insurers are getting more business from existing worksite customers.[@@]Researchers at Eastbridge Consulting Group ...
July 21, 2005
Chicago Firm Organizes Small Business Benchmarking SurveyGCG Financial Inc. is sponsoring a free, Web-based employee benefits cost survey for Chicago-area employers with 2 to 100 employees.[@@]Owners and managers who participate ...
July 21, 2005
Perot To Pay Up To $83 Million For TAGPerot Systems Corp. has agreed to pay at least $65 million in cash to acquire Technical Management Inc., the parent of Transaction Applications Group.[@@[Perot, ...
July 18, 2005
New York Agency Adds Benefits ConsultantsThe Young Agency Inc. has hired Kurri Breon and Donna Neal to be employee benefits consultants.[@@]Breon has a bachelor's degree from Bucknell University and ...
July 13, 2005
Tech Offers Answers To Distribution ProblemsTogether, carriers and producers can improve the processWhile independent distribution of life insurance products is clearly a success story, this channel does present unique ...
July 13, 2005
Security Products Guard Against Hackers, Spyware, Other ThreatsProtection extends from the enterprise to the desktopRegulation and compliance are the bywords of our industry these days, but with cyber crimes and threats ...
July 07, 2005
The Will to PreparePracticeEdge, the monthly best practices newsletter for JulyHitting the midpoint of the year is an opportune time to assess both how your firm and the entire advisor industry is doing Over all, the picture is pretty good. Independent investment advisors have experienced a remarkable growth surge in the last few...