Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
It’s Not Them, It’s You: Millennials Demand a New Business Model
By Angie HerbersMillennials actually do want financial advice and theyll pay for it. They just want a different kind of advice, delivered differently.
August 28, 2017
From Style to SubstanceThe differences between a "lifestyle practice" and an "enduring business model" are stark.
August 28, 2017
CFPs Believe They Have a ‘Competitive Edge’: SurveyThe survey finds that 88% agree that a "fiduciary standard is appropriate for all financial service providers."
August 28, 2017
MassMutual Launches Practice Management WebsiteMassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
August 25, 2017
Raymond James’ Rob Baird to Step Down After 38 YearsGavin Murrey will become the head of the Public Finance/Debt Investment Banking division.
August 24, 2017
Raymond James Recruits $150 Million Father-Son Team From MerrillJohn R. Edgecomb Sr. and his son John Robb Edgecomb Jr. recently joined the Austin-Barton Hills office of Raymond James & Associates.
August 24, 2017
Ameriprise Recruits 3 Advisors With $265M AUMAmeriprise nabbed two advisors from MSI Financial Services and one from Hilliard Lyons.
August 24, 2017
Investment Salespeople Are UnderratedFinancial sales professionals are crucial to the economy, but the DOL fiduciary rule ignores their existence, Lou Harvey of Dalbar writes.