Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
COVID-19's Impact on the Advisor-Client Relationship
By Chris SonzogniThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 10, 2020
Jeff Levine Lands New Gig at Tax Software FirmThe popular CPA and CFP will advise Holistiplan on more ways to review clients' tax returns.
November 10, 2020
Doctor-Turned-Advisor Finds New Ways to Help ClientsCordi Powell left medicine to raise a family and found a new path, this time assuaging financial pain.
November 10, 2020
Focus Adds $926M Advisor GroupDebra Brede and her team make the move after spending the past 30 years with Commonwealth Financial.
November 10, 2020
Honoring Advisors Who Serve(d): Veterans Day, 2020ThinkAdvisor's yearly compilation highlights the stories of 20 military veterans who also serve in the financial advisory industry.
November 10, 2020
Why It's Time to Review Your Business Continuity PlanThe pandemic has forced businesses to be prepared for any contingency. Is yours up to the challenge?
November 10, 2020
How New SEC Proxy Voting Rules Affect AdvisorsRevised amendments mean advisors who proxy vote or work with proxy advisors need to be careful.
November 10, 2020
Deciphering 'Best Interest' in Reg BIIndustry officials of all stripes continue to scratch their heads about the term as they attempt to comply.