Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Best Ways to Relieve Growing Pains
By Angie HerbersIt's not easy moving from a solo to an ensemble firm, but some strategies can make the associated changes much easier.
January 23, 2019
How a UBS Team Keeps Ultra-Wealthy Clients HappyOne key to success is being picky about clients, partners Louis Bell and Marc Levitt tell ThinkAdvisor.
January 22, 2019
Payment Tech Supported by Kitces Raises $2M OnlineThe funds raised via crowdfunding will help AdvicePay launch an enterprise version of its technology, which can be used by investor clients to pay advisors directly from checking accounts and by credit card.
January 22, 2019
What's Behind the War on Variable Annuities?Beyond the current fight over Ohio National trailing commissions, it seems that broker-dealers and regulators hate VAs; but for some investor clients, the security they offer makes them lovable.
January 22, 2019
10 Best Jobs of the FutureKiplinger started with a list of 773 occupations and focused on projected growth rate and salary.
January 22, 2019
Skeptical About ESG? Don't Be. Here's WhyA new Amundi SA study shows out performance by ESG funds in recent years, and Nuveen, with $20 billion in ESG assets, affirms that finding.
January 21, 2019
The Best Measure of an Advisor Isn't AUM: Northwestern MutualEvamarie Schoenborn of Northwestern Mutual Wealth Management explained how advisors should really measure success.
January 18, 2019
'Black Monday': Getting Laughs From the Worst 1-Day Market Crash EverThe writers of the new Showtime series tell ThinkAdvisor about their take on '80s Wall Street high jinks.