Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL Fires CEO Dan Arnold for Misconduct
By Janet LevauxArnold made statements to employees that violated LPL's code of conduct, an investigation found.
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 30, 2024
Steward Partners Promotes 3 Senior LeadersJeff Gonyo will head wealth management, while Kirstie Eustace becomes chief administrator and Maria Condon chief of staff.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 30, 2024
The Ten Commandments of Getting Business in the FallNow's the time to get clients and prospects to take action before year-end.
September 27, 2024
Private Equity Firm TPG Takes Minority Stake in Homrich BergThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 25, 2024
Envestnet Wins Shareholder Approval for Sale to Bain CapitalMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.