Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL Board Confirms Rich Steinmeier as CEO
By John ManganaroThe company also appointed a new president and chief financial officer.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 21, 2024
Dave Barton, Mercer Advisors' Head of M&A, RetiresThe executive stepped down to focus on his health.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 18, 2024
How Advisors Are Future-Proofing Their BusinessesAdvisors are feeling enormous pressure to ensure their ongoing viability, Natixis Investment Managers found.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.