Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Pharrell Williams of Advisors?
By Gil WeinreichMuch like Pharrell Williams sings in "Happy," Donna Skeels Cygan feels that happiness is the truth for her clients.
April 23, 2015
An Overlooked Benefit of Going Independent: Quality of LifeFreeing up time for a balanced life is invaluable, but too many IBDs send a message to reps thats not much different than the wirehouses.
April 23, 2015
Herbers, Luke Rebrand as KaleidoFollowing 2014 merger, the company will put "all practice management help under one roof" for advisors.
April 23, 2015
New Hire Roundup: McGinness Joins Envestnet as Managing DirectorMeanwhile, Behringer announced that Robert Aisner will transition from his position as CEO and president to become chairman.
April 22, 2015
Supreme Court justices are getting 'grumpier,' study finds(Bloomberg Business) — As the Supreme Court heads into its end-of-term heavy season, with gay marriage and a Patient Protection and Affordable Care…
April 21, 2015
Former IAA President and CEO Tittsworth to Join Ropes & GrayFormer longtime president and CEO of IAA will join Ropes & Gray LLPs investment management practice in June.
April 21, 2015
HighTower Adds $500M Ex-Oppenheimer AdvisorProvidence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.