Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
How Merrill Is Boosting Its 'Elite' Advisors
By Jeff BermanMerrill exec Nilesh Parikh tells ThinkAdvisor about the new Elite Practice Growth program, parts of which are open to all Merrill advisors.
August 10, 2020
Envestnet Working to Add Fractional Shares to PlatformThe move by the industry's largest TAMP follows the recent introduction of Schwab Stock Slices.
August 10, 2020
Morgan Stanley Tapped for NFL Advisor ProgramSome of the wirehouse's advisors started working with current and retired players in 2002; now about 50 do so.
August 10, 2020
Fidelity Loses Top Slot: Q2 Robo ReportAlso, robo advisors' portfolios met or beat major market indexes as account openings surged, according to the latest industry research.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.
August 10, 2020
AIG Rolls Out 'We See the Future in You' Ad CampaignThe production team created the commercial remotely due to COVID-19.
August 06, 2020
Senate Confirms Peirce, Crenshaw as SEC CommissionersThursday's vote ends the confirmation process, which began in June with their nominations by President Donald Trump.
August 06, 2020
DOL Denies Request to Extend Comment Period, Hold Hearing on Fiduciary RuleSen. Patty Murray says hearings on the proposals are required by law.