Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Flat Fees Again: Hey, It’s Not My Fault!
By Bob ClarkThoughtful comments from two readers requires another look at the flat fees vs. AUM compensation model for advisors.
February 21, 2017
Risi Elected to Vanguard Charitable BoardThe national donor-advised fund, with nearly $6.5 billion in grants to charities, is celebrating its 20th anniversary.
February 17, 2017
CFPB Barred, for Now, From Naming Company Under InvestigationThe company offers pension advance products that allow consumers to receive a lump sum payment in exchange for future benefits.
February 16, 2017
Raymond James Names Top Branch, Complex ManagersThe two honored professionals were picked from more than 240 candidates in the employee-advisor channel.
February 16, 2017
Trump Nominates Acosta as Labor SecretaryLawyer Steve Saxon says R. Alexander Acosta is a "safe" pick, but it "doesn't look like he knows a lot about retirement or health benefits."
February 16, 2017
Lawmakers Chide Mulvaney as New OMB DirectorLawmakers are concerned about his desire to cut Social Security, raise the retirement age and end Medicare.
February 16, 2017
Coaching or Consulting? It Depends on What You NeedThe difference? Coaches tell owners what they need to hear; consultants them what they need to do. But that's only part of the answer.
February 15, 2017
Millennials Want to Make Wise, but Different, Money DecisionsMillennials need the same education older generations had, but how they use it will set them apart.