Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Senate Banking Votes to Advance Clayton to SEC Chair Post
By Melanie WaddellThe committee voted to send Jay Clayton's nomination to the full Senate.
April 03, 2017
Win the Talent War by Aligning Values With Growth ObjectivesWell-defined core values give owner-advisors direction in hiring qualified candidates.
April 03, 2017
Aspire to Be the Employer of ChoiceAmong the most complicated aspects of an enduring business is people; specifically, recruitment, retention and development of talent.
April 03, 2017
Why FAs Do Not Prospect (and Should)Suppose you knew, without doubt or hesitation, that each hour spent prospecting would generate at least $1,000 in recurring revenue.
April 03, 2017
When You’re Gone, Will Your Firm Endure?Many advisors find themselves stuck when it comes to creating a viable succession or exit plan.
April 03, 2017
UBS Branch Manager: Role Is About 'Community Leadership'Lane Strumlauf heads the West Division of UBS Wealth Management Americas, where he runs an 11-market, 68-office territory spread across 13 states. He oversees about 1,400 financial advisors with some $200 billion in client assets and also serves on WMA's Executive Committee.
April 03, 2017
3 Ways to Successfully Leverage Your Young AdvisorsYes, employee development takes time and effort, but consider it an investment in your firm.
March 31, 2017
Congress Asset Management to Acquire Century’s Investment Management BusinessThe acquisition will give Congress "critical mass" in the small cap growth space.