Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
'Stop Treating Money Like Math,' Podcaster and Planner Says
By Jane Wollman Rusoff"Everyone's Talkin' Money" host Shannah Game, a CFP, talks to ThinkAdvisor about planning from a "therapeutic perspective."
February 26, 2025
Life, Health and Annuity Sales and Marketing Hiring May Hold SteadyCompanies seem to be more interested in managers. Merit raises could be low.
February 25, 2025
CFP Board Publishes AI Ethics Guide for AdvisorsThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 24, 2025
How Interactive Brokers Is Fighting for Advisor TalentThe firm doubled its RIA assets in 2024, Executive Vice President Steve Sanders tells ThinkAdvisor.
February 21, 2025
With Ban on Non-Competes in Limbo, Forfeiture Provisions Face Legal ScrutinyCourts and the Federal Trade Commission address limits that employers place on departing employees' options.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.
February 19, 2025
Trump's DOL Pick Backs Better Benefits for Independent ContractorsSupporting independent contractors "is key to growing this economy," Lori Chavez-DeRemer told senators Wednesday.
February 19, 2025
Alera Seeks Strategic Acquisitions in Retirement SpaceWith new leadership, the firm is committing to accelerated growth through deals and partnerships.