Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Envestnet, Newly Private, Appoints Chris Todd as CEO
By John ManganaroThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 15, 2025
Integrated Partners Adds $1B Retirement Firm in San DiegoRetirementDNA specializes in serving retirement plans and delivering executive benefits.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 15, 2025
JPMorgan’s Jenn Piepszak Named COO With Pinto to Retire in 2026The biggest U.S. bank is shuffling its top management for the second time in a year.
January 13, 2025
FPA’s New Board Chair Knows How to Play the Long GamePaul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 13, 2025
Kestra Financial to Replace President in AprilJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.