Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Edward Jones Seeks to Shed ‘Cookie Cutter’ Image
By John ManganaroNew comprehensive offerings are luring more experienced advisors, Managing Partner Penney Pennington tells ThinkAdvisor.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.
March 12, 2025
How to Avoid Lawsuits When Switching FirmsThe rules are simple, but it's vital to follow them exactly, lawyers Brian Carlis and Scott Unger say.
March 11, 2025
How Fink, Wall Street’s Ultimate Key Man, Holds Tight to BlackRockThrough some $30 billion in deals, he aims to make the firm a dominant force in the private and public markets.
March 10, 2025
These Two 'Dealbreakers' Mean It's Time to Find a New Firm: ConsultantMuriel Consulting founder Shelby Nicholl discusses when advisors should switch firms and how to choose a new one.
March 10, 2025
Carson Group Nabs CTO From EnvestnetRamesh Vaswani will lead Carson Group's technology strategy and align the company’s business and technology goals.
March 06, 2025
How to Hit Reset on Your 2025 Growth GoalsEvery day is a chance to start a better year.