Leadership
Discover the latest news affecting advisors RIAs and others in wealth management , including updates on key hirings and other executive changes.
November 19, 2012
Averting Fiscal Cliff Requires Special Type of LeadershipHarvard University's Ronald Heifetz, the author of widely cited texts on leadership, explains why the president has the upper hand in fiscal cliff talks, and how Democrats need to help Republicans sell compromise back home.
November 15, 2012
The Tactical Road to Engaged Clients, Pt. 1: the Role of Client FeedbackWhat do the fastest growing advisory firms have in common? Engaged clients. How do you get engaged clients? You ask for feedback, in the right way.
November 12, 2012
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 2The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
November 08, 2012
Republicans ponder painful way forwardFollowing Tuesday's defeat, the GOP is faced with the unenviable task of re-inventing itself to address critical weaknesses in the party's infrastructure and demographic appeal.
November 08, 2012
New Chinese Leadership to Continue Economic Reforms: Hu JintaoOpening a congress to mark a once-in-a-decade leadership change, President Hu Jintao of China said the country will continue to pursue a boost in domestic demand to spur its economy.
October 31, 2012
The (lost?) art of conversationHow a salesperson got my attention and made the sale.
October 26, 2012
‘Fiscal cliff’ already hampering U.S. economy, report saysA new report says going over the fiscal cliff could destroy 6 million jobs by 2014.
October 16, 2012
Sheila Bair Calls Pandit’s Departure From Citi a ‘Very Positive Move’Bair had "concerns" about Pandit's qualifications to serve as the CEO of Citigroup.