Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
HighTower to Buy $6.4B RIA Aggregator WealthTrust
By Janet LevauxThe larger advisor rollup firm says it added a $75 million credit facility to fund its largest deal to date.
April 11, 2017
Trump Nominates Regulatory ChiefNeomi Rao, law professor at George Mason University, has been nominated to head OMB's Office of Information and Regulatory Affairs.
April 07, 2017
Chief of Staff of Ex-SEC Head White Rejoins Shearman & SterlingNallengara joins firms capital markets and corporate governance practices in New York.
April 06, 2017
Focus Financial Nabs $2.7B RIA; Raymond James Adds Wirehouse Rep: Recruiting RoundupMeanwhile, U.S. Trust hires a philanthropic sales director and S2K brings on a due diligence executive.
April 05, 2017
CFP Board Launches Campaign to Attract Younger, More Diverse AdvisorsThe "I am a CFP Pro" campaign is intended to expand the advisor workforce to better reflect the population it serves.
April 05, 2017
JPMorgan Moves Ahead on Robo-Advisor, but Doesn’t Call It ThatThe bank refers to it as an automated advisor; CEO Dimon says the firm spent $600 million on fintech last year.
April 04, 2017
Betterment Co-Founder to Step DownOne of Betterments founders is stepping away from the business to focus on building new companies.
April 04, 2017
eMoney to Set Up Shop in Rhode IslandEMoney Advisor is expected to bring 100 new jobs to the state by 2020.