Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Top 7 Reasons Americans Hire Financial Advisors
By Michael S. FischerSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 20, 2023
Merger Rules Get Tougher in Crackdown by Antitrust EnforcersThe changes come on the heels of several bruising defeats for the government in blocking vertical mergers.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 18, 2023
5 Top Trends From Merrill's Q2 ResultsHighlights included strong recruiting in Bank of America's wealth management business.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 17, 2023
How to Name (or Rename) Your Advisory FirmAdvisors must strike a balance "between fitting in and standing out," brand strategist Rob Meyerson tells ThinkAdvisor.