Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Senate Votes to Advance Acosta as Labor Secretary
By Melanie WaddellThe Senate voted Wednesday to end debate on Acostas nomination and move to a vote.
April 21, 2017
Advisors Can Now Earn Medicare CFP Board CE CreditsMedicare Interactive Pro now offers two online Medicare courses approved by the CFP Board.
April 20, 2017
Critic of 'Overpaid' CEOs Dies at 82NYSE compensation consultant Graef Crystal criticized Citi's Weill and NYSE CEO Grasso, but labeled BofA's Moynihan as underpaid.
April 20, 2017
Inside the Big-Money Marriage of Simon & Sons, Massey QuickThe principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.
April 19, 2017
Wells Fargo CEO Says Ousting Majority of Board Would Be ‘Crazy’Board grasps banks problems, Wells Fargos Tim Sloan says, and gutting panel would be absolutely irresponsible.
April 19, 2017
Focus Financial to Sell Big Stakes to KKR, Stone PointThe RIA aggregator says it now has some 45 partner firms and is valued at $2 billion.
April 18, 2017
Raymond James’ Semi-Indie Channel Grabs $700M Team From Wells FargoA team of four advisors leaves Wells Profit-Formula Group to join Advisor Select in Huntsville, Alabama.
April 14, 2017
Set Up to Fail: Bosses Create Problem Employees More Often Than You ThinkI cant tell you how many times an owner-advisor client has come to me about an employee who is not working out.