Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Conative Screening: Using the Kolbe Index to Understand New Hires
By Caleb BrownThere are three parts of the mind that should be measured when screening potential new hires: affective, cognitive and conative.
September 01, 2017
Video: Black Diamond Wealth Platform – Way Beyond ReportingGain productivity for your practice with performance reporting, client communication tools and business insights from the Black Diamond Wealth Platform.
August 31, 2017
7 Top Online Brokerages: KiplingerKiplinger ranks firms based on commissions, investment choices, tools, research, ease of use, mobile access and advisory services.
August 31, 2017
SEC Assembles Team to Craft Fiduciary RuleThe SEC has assembled the team of officials who will be instrumental in coordinating a fiduciary rulemaking with the DOL.
August 31, 2017
LPL, Stratos Wealth Partners Welcome $311M TeamBarton Spector Wealth Strategies focuses on retirement income planning and cites the DOL rule for the move.
August 31, 2017
Raymond James Recruits 2 Advisors Managing More Than $400 MillionRosa Ebling joins from Baird and Jack Bayer joins from JPMorgan.
August 31, 2017
$600M Merrill Team Joins Syntal Capital Partners: RecruitingJanney and RBC Wealth also pick up advisors from Morgan Stanley and Wells Fargo respectively.
August 30, 2017
Pershing Names Jim Crowley Chief Operating OfficerCrowley replaces Lori Hardwick, who announced her departure in February.