Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Focus Adds $675M ESG-Focused Wealth Group in New York
By Janet LevauxThe purchase of Seasons of Advice is the 12th deal for the RIA aggregator this year.
August 31, 2020
Robinhood's Dark Side: Irate Traders, U.S. ProbeOver the first half of 2020, consumer protection agencies received 400-plus complaints about Robinhood -- roughly four times more than rivals like Schwab and Fidelity.
August 30, 2020
Tibergien Joins Board of $20B RIAAfter taking the summer off, the popular industry figure and former head of Pershing's RIA custody business is back.
August 28, 2020
Fidelity to Launch Inaugural Bitcoin Fund for Wealthy InvestorsThe passively managed product should be made available to qualified buyers through RIAs, family offices and other institutions.
August 28, 2020
Sanctuary Wealth Names COO, Adds $530M Merrill TeamThe Indianapolis-based group now has 38 partner firms with over $10 billion in assets under advisement.
August 28, 2020
LPL Adds YCharts to Vendor ProgramYCharts' investment research and related tools are now used by more than 5,000 RIAs.
August 28, 2020
Focus Financial Buying $2.5B RIAThe group, which includes 65 partner firms with $200 billion in client assets, is eyeing more deals this year, says CEO Rudy Adolf.
August 27, 2020
A Retirement Planner Raised Her Fees. The Result: Wealthier Clients, More GrowthMany female advisors undercharge, Dana Anspach of Sensible Money tells ThinkAdvisor.