Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Raymond James Unit Adds $400M Advisor
By Ginger SzalaReynaldo Figueredo joins Alex. Brown from Deutsche Bank, the former owner of the business unit.
October 08, 2020
Should Advisors Fear BofA's New Digital Planning Tool?Life Plan is a "mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.
October 08, 2020
15 Most Expensive Cities for Millennial HomebuyersAt a typical savings rate, it would take 25 years to afford a down payment in the No. 1 city on this list.
October 08, 2020
LPL Adds Health Care, Benefits Programs for AdvisorsPaychex has joined LPL's Vendor Affinity Program and is offering its services with no minimum employee requirements.
October 08, 2020
Ready to Grow? Here's Where to FocusNot having a growth plan is not an option. And making one is much easier than you might think.
October 07, 2020
Tibergien, Seivert: RIA Deal Market Favors Neither Buyers Nor SellersIt's a "mixed" M&A market, according to the former head of Pershing Advisor Solutions and the CEO of Echelon Partners.
October 07, 2020
How an Exec Is Revamping RBC WealthAnn Senne tells ThinkAdvisor how she's leading the transition from "old-school" BD to "digitally enabled" advisor business.
October 06, 2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400MThe recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.