Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
To Sell for a Better Multiple, Put Your Firm Through Boot Camp
By Neil TurnerA back-to-basics review can put practices in shape to be acquired for top dollar.
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 26, 2024
Citi Taps BlackRock Portfolio Manager to Be Wealth Unit's CIOKate Moore was head of thematic strategy for BlackRock's $50 billion global allocation business.
November 26, 2024
Robinhood’s Gallagher Drops Out of SEC Chair ConsiderationThe ex-SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
November 25, 2024
Citi's Wealth Boss Offers Retention Bonuses as Part of RevampAndy Sieg, the former head of Merrill, has also fired managers and made external hires.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 25, 2024
CI Financial to Go Private in Deal With Abu Dhabi Sovereign Wealth AffiliateThe deal values CI Financial at about $15 billion.
November 25, 2024
Bain Capital Closes Envestnet Acquisition for $4.5BThe deal brings the wealthtech firm new sources of capital and flexibility, but challenges remain.