Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
3 Obstacles to Collaboration Between Fintechs and Banks
By Danielle AndrusTwo or three years ago, fintech was a threatening concept that focused on disrupting established banks.
August 03, 2017
Susan John Named CFP Board Chair-ElectThe former NAPFA board member will start as chair in 2019.
August 02, 2017
Why Advisors Need to Be Working With Gen X: The Worried GenerationA Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
August 02, 2017
LPL Shares Q2 Recruiting Update, Sees Less DOL-Related UncertaintyCEO Dan Arnold discusses why the independent broker-dealer is upbeat on its recruiting pipeline for the rest of the year.
August 01, 2017
LPL Launching Robo-Advisor This MonthThe digital platform, Guided Wealth Portfolios, already has $14 million in assets and more than 700 clients.
July 31, 2017
Performance vs. Tenure: A Lesson in Employee EvaluationA firm is not leveraging its true talent pool if it promotes advisors based on tenure alone.
July 31, 2017
Behind the NumbersFinancial advisors should read the myriad of industry studies and surveys that come out each year with a grain or two of salt.
July 31, 2017
How Edelman Keeps Its Clients Happy (Without Cutting Fees)Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firms growth.