Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative Planning
By John ManganaroPeter Mallouk will continue to lead the business and keep his majority stake.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 30, 2024
The Ten Commandments of Getting Business in the FallNow's the time to get clients and prospects to take action before year-end.
September 27, 2024
Private Equity Firm TPG Takes Minority Stake in Homrich BergThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 24, 2024
Commonwealth Nabs Two Osaic Advisors, Spotlights Partners' GrowthAegis Consulting has added Mark O'Sickey and Paul Solorzano, who worked with nearly $600 million in client assets.
September 24, 2024
Mercer Appoints Chief People Officer Amid Rapid GrowthThe firm has tapped a McKinsey & Co. alum, Elizabeth Hioe, for its senior leadership team.