Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Why XYPN Laid Off 10, Shuttered Virtual Assistant Program
By John ManganaroDemand did not live up to the expectations, while XYPN's own offerings have also evolved.
October 24, 2024
Modern Wealth Management Buys $1.4B Petso FinancialThe acquisition is Modern Wealth's 11th to date and its sixth of the year.
October 24, 2024
Merrill Holds Advisor Pay Steady for 2025Changes made to the comp plan in 2024 were successful, advisor program head Tim Shook says.
October 23, 2024
Many Advisors Say They Do Comprehensive Planning. The Facts Suggest Otherwise.A new Cerulli research report shows big gaps between what advisors say they provide and what clients receive.
October 23, 2024
Leading RIAs, Wealth Managers Launch 'Net Positive' ConsortiumMariner Wealth, Wealthspire and AdvoKate IQ are among the founding members.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
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.