Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Fixing the CFP Board’s ‘Three Buckets’ Rule
By Michael E. KitcesWouldn't it be a clearer and stronger consumer protection to require advisors to disclose how they're actually being compensated by their clients? Why is that so hard for the CFP Board to implement?
November 25, 2013
4 Big Trends You Can’t IgnoreThe future always presents challenges, but also opportunities for those who are prepared.
November 25, 2013
Hall of Fame Winners to DateThe full listing of Research Hall of Fame Winners through 2013.
November 25, 2013
The Conversation: How Young Advisors Can Spur Owners to Succession PlanningThe story of how my longtime friend Eric Hehman of Austin Asset became a partner and CEO at his firm.
November 25, 2013
2013 Advisor Hall of FameNow in its 23rd year, our eagerly awaited benchmark of industry excellence.
November 22, 2013
Ex-NBA Star Detlef Schrempf: From Top Scorer to Top AdvisorThe former Pacers and Sonics star talked with ThinkAdvisor about his second act at Athlon Ventures and Coldstream Capital Management.
November 22, 2013
Shawshanked: Why Advisor Benchmarking Studies Fall ShortThe only real measure of an advisory firms success is how well it resembles what the owner(s) want today and in the future.