Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Introducing ThinkAdvisor's New Awards Program: The LUMINARIES
By Janet LevauxJoin us in celebrating top advisors, industry executives, teams, RIAs, BDs and asset managers. Nominations are open now.
March 23, 2021
Former SEC Chief Clayton Named Apollo ChairmanApollo CEO Leon Black resigned Monday, earlier than expected, due to inquiries into his ties to Jeffrey Epstein, reports say.
March 22, 2021
Want to Keep Advisors? Recruit the Right OnesThe cost of keeping good advisors is far less than that of recruiting new ones.
March 22, 2021
How Ritholtz Wealth Found, and Addressed, Its Blind SpotsIt's crucial for advisors to know their weaknesses and address them, CIO Barry Ritholtz said, giving examples from his own experience.
March 19, 2021
The Trouble With Being a Big Advisor at a Small BDThinking of becoming a big fish in a small pond? You might want to think again.
March 19, 2021
Delegate the Jobs You Hate, Execs Tell AdvisorsAnd if you'd rather focus on client service instead of dealmaking, "That's perfectly OK," says Penny Phillips of Journey Strategic Wealth.
March 19, 2021
Warburg Pincus Buys Stake in Edelman Financial EnginesThe investment values the company at $7.3 billion.
March 18, 2021
8 Ways to Make the Most of SEC's New Ad Rule, Client TestimonialsThe new rule is a welcome change, but advisors should carefully consider how to take full advantage.