Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'
By Jane Wollman RusoffMega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 19, 2024
The Benefits of Using Financial Education, and How to Implement ItTo leverage enhanced client education to grow your firm, it needs to be put into practice.
July 19, 2024
Focus Financial to Merge Atlanta-Based Wealth Shop With Colony GroupThis and other recent deals have pushed The Colony Group's assets to about $110 billion.
July 17, 2024
Ex-Schwab Exec Named CFP Board Chair-ElectTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 17, 2024
New Nominations Deadline for the 2024 Luminaries AwardsThinkAdvisor's recognition program is accepting nominations through July 24. There's no cost to participate.
July 16, 2024
Advisor360 Launches Bulk Repapering ServiceThe firm says its new service can transition up to 6,000 client accounts in a matter of minutes.
July 15, 2024
How Asset Managers Seek to Grow in 2024 and BeyondA marked shift in priorities to a client-centric approach from cost control has occurred, Northern Trust found.