Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Merrill Names New Divisional Chief
By Janet LevauxThe move comes about a month after the firm restructured its advisor training group and appointed two co-heads.
October 22, 2020
PUNCH Up Your Virtual Networking MeetingsHere's a 5-step process for turning online encounters into something useful.
October 21, 2020
Janney Reports Big Jump in Advisors' Use of Social Media, TextsThe BD says virtual client communication via Hearsay Systems' compliant tools is up significantly during the pandemic.
October 21, 2020
Why Small Firms Should Relish the Effects of ConsolidationThe surge in M&As obscures the fact that the advisory pie is getting larger for all players, not just the big ones.
October 21, 2020
5 Ways Advisors Can Use Video and Stay CompliantConcerns about using this marketing tool can be easily overcome. Here's a primer on how to avoid those headaches.
October 20, 2020
Nesvold Capital Makes Its Second RIA DealThe new merchant bank bought a minority stake in Pure Financial Advisors, a $2.7 billion California RIA.
October 20, 2020
RBC Recruits $1.2B All-Female JPMorgan TeamThe New York-based group includes three advisors, all of whom have been in the business for more than 20 years.
October 20, 2020
Commonwealth Adds Its First Chief Diversity and Inclusion OfficerScarlett Abraham Clarke joins the firm from Bright Horizons.