Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
David Grau Sr.’s Top 20 Tips for Buying, Selling a Practice
By Jane Wollman RusoffDavid Grau Sr., co-founder of FP Transitions, tells ThinkAdvisor how advisors can sell for maximum value or buy on the best terms.
August 27, 2016
Best practices for working with family membersIf you are beginning to build your succession plan, don't overlook family members as possible successors.
August 26, 2016
Cybersecurity ‘Everyone’s Problem,’ Says Ex-NYPD Chief Ray KellyRay Kelly says the entire management team, ranging from a companys CIO to its CEO, needs to be involved with a business continuity plan.
August 25, 2016
Recruiting Roundup: Dynasty Nabs Wirehouse Exec to Head InvestmentsIn other news, Wells Fargo recruits an advisor from a rival firm, but loses one to boutique group.
August 23, 2016
6 Ways Advisors Can Protect Against 401(k) LawsuitsMarketCounsel CEO Brian Hamburger talks about how advisors can limit liability as the lawsuits against 401(k) and 403(b) plans proliferate.
August 23, 2016
Vanguard, Fidelity Charitable Name New ExecsVanguard Charitable has a new CFO, and Fidelity Charitable recently named a new president.
August 22, 2016
How Young Advisors Can Advocate for ChangeYoung advisors may be eager to embrace the next evolution of the profession, but change requires a delicate balance with the status quo.
August 22, 2016
Technology Observations From BelizeOne thing I learned on a trip to Belize: You need to be prepared to use multiple channels to communicate with your clients.