Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
By Danielle AndrusThe next generation of advisors "may have very different skill sets in 30 years than their mentors do now," Milevsky says.
May 21, 2015
Savant Makes Orion Capital Its Third RIA Acquisition in 17 MonthsThe Orion Capital Management acquisition brings Illinois-based Savants total AUM to nearly $4.5 billion, and CEO Brent Brodeski says another deal is "in the works."
May 21, 2015
New Hire Roundup: NY Life Names John Kim PresidentMeanwhile, James Perkins has joined the Mather Group's Chicago investing team as a senior portfolio analyst.
May 20, 2015
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35"It's really impossible to be a fiduciary without being a life planner," Kinder says.
May 19, 2015
How to Help Business Owner Clients Sell Their FirmBusiness owners work hard for their money, and selling their business may be something they rarely think about.
May 19, 2015
Merrill, Securities America & Commonwealth Add Reps From RivalsMeanwhile, Focus Financial shares news about its recent executive recruiting.
May 19, 2015
Tiger 21’s Ultrawealthy Investors Expand Reach, Form Holding CompanyTiger 21, the peer-to-peer network for ultrawealthy investors, has experienced substantial growth in this decade and is looking to move to the next level.
May 18, 2015
On Economy, Wall Street Sulks as Main Street ExultsA new BofA Merrill report says go to cash while a broad-based sentiment survey shows small businesses feeling upbeat.