Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
JPMorgan’s Jenn Piepszak Named COO With Pinto to Retire in 2026
By Hannah LevittThe biggest U.S. bank is shuffling its top management for the second time in a year.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 13, 2025
Kestra Financial to Replace President in AprilJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 09, 2025
Janney Added 27 Advisors in 2024The newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
January 08, 2025
What It Takes to Succeed in Advising Wealthy ClientsA webcast Jan. 15 will offer an expansive discussion of trends and challenges among the wealthy.
January 08, 2025
FSI Names Board of Directors and Executive CommitteeThe advocacy group's board added four new members and elected five prior directors to leadership roles.