Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Many Advisors Say They Do Comprehensive Planning. The Facts Suggest Otherwise.
By John ManganaroA new Cerulli research report shows big gaps between what advisors say they provide and what clients receive.
October 22, 2024
LPL Board Confirms Rich Steinmeier as CEOThe company also appointed a new president and chief financial officer.
October 21, 2024
CFA Institute Researches AI's Impact on Testing and CurriculumThe use of AI over the next five to seven years could involve making the exams more interactive, says the CFA Institute's CEO.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 18, 2024
How Advisors Are Future-Proofing Their BusinessesAdvisors are feeling enormous pressure to ensure their ongoing viability, Natixis Investment Managers found.