Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
AlphaSimplex Hires New Investment Committee Advisor
By Danielle AndrusThe firm, founded by MIT professor Andrew Lo, has hired former SSGA CIO Alistair Lowe as senior advisor to its investment committee.
February 04, 2016
Edelman: What’s Top of Mind for Advisors? Technology, Recruiting WomenFemale clients are not a "legitimate segment" to pursue, Ric Edelman said on a panel, but "women as advisors have been ignored" and "tend to be the best" advisors.
February 04, 2016
How to Use Tech Tools to Understand Your Clients, Grow Your FirmFor advisors, growth in 2016 means using analytics and tracking tools to build a solid strategy based not on feelings but on fact.
February 04, 2016
Aiming to sell your practice? A mega team may be interestedCerulli Research writes that mega teams are best positioned to acquire and manage the practices of retiring advisors.
February 04, 2016
Aiming to sell your practice? A mega team may be interestedCerulli Research writes that mega teams are best positioned to acquire and manage the practices of retiring advisors.
February 04, 2016
Credit Suisse stock plummets as investors question CEO’s targetsCredit Suisse's shares dropped by 13 percent after the bank posted a fourth-quarter loss of 5.8 billion Swiss francs.
February 04, 2016
TDAI to Acquire Big Data Research Firm FA InsightAdvisors will be able to see how they stack up with peers and use those insights to make better business decisions, said TDAIs Tom Nally.
February 03, 2016
Recruiting Roundup: RBC Adds $4M Team in New YorkMeanwhile, Wells Fargo, Raymond James and LPL Financial announce their latest new advisors.