Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Dani Fava Is Leaving Envestnet
By John ManganaroShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 19, 2024
Raymond James Taps Next CEOCFO Paul Shoukry was immediately named president and will become CEO in fiscal 2025.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
Shaping Wealth Launches New Advisor AI Support ToolThe tool, called Lydia, helps advisors navigate hard conversations, use behavioral marketing and measure clients' money status.
March 19, 2024
10 Phrases for When You Need MotivationSometimes, all it takes is a few words to give yourself a little kick.
March 19, 2024
Steady Growth? It Starts With Culture: Steward Partners CEOPeople need to enjoy their work and have a stake in their firm's success, Jim Gold tells ThinkAdvisor.