Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
HD Vest on Track to Add 620 Advisors in 2015
By Janet LevauxThe firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
July 02, 2015
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
July 02, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, UBSIn addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
July 02, 2015
CFP Board Names Ameriprise’s Mike Greene as Chair-ElectGreene will become Board chair in 2016; replaces Joe Votava, who resigned in March.
July 02, 2015
Why Bob Veres Is Wrong on Flat FeesSorry, Bob, but from a client's perspective, flat fees fall flat.
July 01, 2015
What You Think You Know About Advisory Firm M&A Is WrongAdvisory firms that will sell at a premium in the future will be those with experienced, well-trained younger advisors, not the most profitable.
July 01, 2015
Focus Financial Adds $1B RIA in ChicagoAlso, Raymond James adds a $390 million independent-employee group in Beaufort, S.C., from Wells Fargo.
June 30, 2015
How to grow your bottom lineThe surprising key to business efficiency is that you must meet your personal goals to an equal or greater degree than you do your business goals.