Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Transition Time
By Melanie WaddellAn increasing number of independent advisors are either putting their businesses up for sale, selling a portion of their firm, or looking for the best...
September 08, 2004
Navigating The Challenges of Business Succession PlanningNavigating The Challenges Of Business Succession PlanningMost insurance company training on business succession planning is limited to describing the difference between cross-purchase agreements and redemptions. ...
September 07, 2004
DPM Hires General CounselSOMERSET, N.J. (HedgeWorld.com)--Joseph G. Fallon was hired as general counsel to Derivatives Portfolio Management LLC, a hedge fund administrator. Mr. Fallon was corporate counsel to RCN Corporation, Princeton, N.J., where he structured and negotiated agreements for joint ventures and alliances. At DPM, he will be responsible for protecting the company's...
September 02, 2004
Instant Messaging Brings Risks And RewardsInternet-based instant messaging has become a popular way to communicate, not only at home but at the office as well.At home, our families chat with ...
September 01, 2004
NAIC Vice President ResignsJim Poolman has resigned as vice president of the National Association of Insurance Commissioners, Kansas City, Mo.[@@]Poolman says he will continue to be North ...
September 01, 2004
AdaptationFor many advisors, the good times have returned. Following some fallow times brought on by the three-year bear market, the latest results from the Rydex...
September 01, 2004
Toast of the TownWhen it comes to throwing spectacular client-appreciation events, Ron Carson is truly a force to be reckoned with. Granted, anybody can invite a magician, hire...
August 30, 2004
Chris Bonavico of Transamerica Premier Growth Opportunities FundQuick Take: Chris Bonavico, co-manager of Transamerica Premier Growth Opportunities/A (TGOAX), likes high-quality companies with lots of free cash flow. Since they aren't easy to...