Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Key Names Chief Executive
By Staff WriterLONDON (HedgeWorld.com)--Peter Dencik is assuming the duties of group chief executive at Key Asset Management, a new position. The hire is part of a continued building up of the structure and management at the US$1 billion hedge fund firm. In January, Key officials hired Christopher Whittington as chairman and a...
August 13, 2004
Conseco's President Quits SuddenlyWilliam J. Shea has unexpectedly resigned as president and chief executive officer of Conseco Inc.[@@] Shea assumed ...
August 04, 2004
Document Automation Faces New Industry ChallengesDocument Automation Faces New Industry Challenges Older solutions are unable to meet todays stringent demandsBy Neil BetteridgeThe insurance industry continues to face significant challenges. Consolidation ...
August 01, 2004
How to Think BigThe term "producer" rubs me the wrong way. It's insulting to clients. Someone who trusts you with his wealth would cringe if he heard that...
August 01, 2004
Central OfficeIt's 7:45 p.m. and you find yourself finishing yet another client house call. You haven't eaten dinner at home regularly for weeks now, and in...
August 01, 2004
FORMULAS FOR SUCCESS- Why You Need to Run the NumbersFrom long experience, I've learned that profitability is anathema to most financial advisors. Sure, they want to make a living, but they don't want to...
July 27, 2004
JPMorgan Agrees to Acquire Irish Fund AdministratorNEW YORK (HedgeWorld.com)--JPMorgan Chase & Co. has agreed to acquire Tranaut Fund Administration Ltd., an Irish hedge fund administration services company. The parties announced they...
July 21, 2004
Sell LTCI To Boomers At The WorksiteByBaby boomers are a prime market for long term care insurance, and the workplace can be an ideal place to sell it to them.Midlife boomers ...