Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Ex-Merrill Wealth Head John Thiel Launches RIA
By John ManganaroThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 07, 2025
Orion Nabs Another Former Envestnet Exec to Lead OperationsArun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
January 06, 2025
Citi Wealth Taps J.P. Morgan Wealth Exec for Investment Advisory RoleMarc Turansky most recently led advisory programs at J.P. Morgan Wealth Management.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
January 06, 2025
Focus Financial Establishes Hub Office in TorontoCardinal Point, the cross-border wealth management and financial planning firm, will become Focus’ fifth hub.
January 03, 2025
Whipsaw BOI Rulings Leave Business Owners DizzyMost American business owners were to become subject to a Jan. 1 deadline to submit beneficial ownership information reports.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.