Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL Picks Up $1.5B Advisor Team From Kestra
By Jeff BermanWatermark Wealth Management has offices in Arizona and Minnesota.
August 21, 2023
8 Big Advisory Firms With Lots of CFPsThis list demonstrates the broad and deepening interest in the CFP designation among leading advisory shops.
August 18, 2023
12 States the Young and Wealthy Are Flocking ToBusinesses, governments and advisors in these states are benefiting from the inflow of young, rich professionals.
August 18, 2023
Only 57% of Americans Feel Confident About Their Finances: SurveyThose who work with an advisor are more likely to feel confident in financial and nonfinancial areas of life.
August 17, 2023
Edward Jones Partners With Citi to Offer Banking ServicesEdward Jones will offer checking and savings accounts to its U.S. clients in 2024.
August 17, 2023
Jamie Hopkins: What the CFP Mark Really Means NowThe certification will only become more important in the future, the Carson Group exec tells ThinkAdvisor.
August 15, 2023
BNY Mellon's Wealth Unit Names Next CIOSinead Colton Grant will succeed current Chief Investment Officer Leo Grohowski, who is retiring at year-end.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.