Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Robo-Advisors and Online Financial Advice: The Difference
By Michael E. KitcesIn the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
July 22, 2014
The robots are coming; advisors, niche nowThe robo-advisor has become enough of an issue that advisors across the country are starting to stand up and take notice.
July 21, 2014
SEC Names Flannery Chief EconomistThe SEC said Monday that Mark Flannery will become the agencys new chief economist and director of its Division of Economic and Risk Analysis.
July 18, 2014
Raymond James Recruits 3 Wirehouse Teams, $875M in Client AssetsMeanwhile, Morgan Stanley and Merrill Lynch grab advisors from each other in the latest recruiting push.
July 18, 2014
Why You Need Women on Your Advisor TeamThe skills and decision-making process displayed by women can make a big difference to an advisory firm's success, and their clients'.
July 17, 2014
Raymond James Taps Retirement Exec From Janney MontgomeryFrank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
July 17, 2014
Alexandra Lebenthal: Who Are You Calling a Socialite?The Lebenthal Holdings CEO on her new wealth unit, how she bought back her iconic family name from Merrill and how she recruits female advisors.
July 17, 2014
New Hire Roundup: Great-West Financial Names Manello CFOAlso in new hires, Treasury's Office of Financial Research added 11 new members to its financial research advisory committee.