Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Osaic Revamps Retirement Income Planning Tools
By John ManganaroThe partnership with IncomeConductor builds on the wealth management firm's NextPhase platform for advisors.
July 12, 2024
'Bain Is Not Coming in Here to Cut': Envestnet ExecEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 10, 2024
Best & Worst Firms for Advisor Satisfaction: J.D. Power, 2024In an unusual finding, average satisfaction of emloyee advisors was higher than that of their independent counterparts.
July 08, 2024
11 Ways to Wow People With Simple GiftsTokens of appreciation do not need to be expensive. They simply need to be thoughtful.