Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
How to Attract Next-Gen Talent: Kate Healy
By Jane Wollman Rusoff Jane Wollman RusoffThe industry veteran and LUMINARIES judge says younger individuals just "don't seem to know about financial planning."
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
February 18, 2022
5 Ways to Build a Strong Firm CultureRule No. 1, according to Carson Group's chief of staff: If it's not broken, break it.
February 17, 2022
How Workforce Stress Is Changing Advisory FirmsThere's a new dynamic that uses compassion and flexibility to work with staff to bolster morale and performance.
February 17, 2022
EMoney Advisor Launches New Marketing Features: Tech RoundupFocus Financial teams with CAIS on a customized alternative investments platform.
February 16, 2022
Carson Group Names Its First CTONimesh Patel joins the RIA after serving as CEO of tech startup Prefix Health Technologies.
February 14, 2022
Why Working With Strippers Makes Sense for Financial Planners"There's value to working with stigmatized groups and in markets that aren't overly saturated," CFP Lindsey Swanson says.
February 11, 2022
What 11 Advisors Learned From Rejection: Advisors' AdviceNo one likes to be rejected by a prospective client, but as an advisor, it can actually help you build your business.