Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
JPMorgan to Buy Maker of Tax-Efficient Portfolio Tools
By Jeff BermanNews of the 55ip deal comes nine days after BlackRock moved to buy Aperio, a personalized indexer and SMA shop, for $1 billion.
December 02, 2020
Goldman Names Two Execs to Lead Private Wealth ManagementMeena Flynn leads the global Markets Solutions Group, while John Mallory is head of Americas Private Wealth Management.
December 01, 2020
Focus Financial Adds $682M Kansas RIAKavar Capital Partners is the seventh partner firm to join Focus year to date, says Rudy Adolf, head of the RIA aggregator.
December 01, 2020
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
November 30, 2020
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: ReportClients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.
November 30, 2020
NASAA Adopts Rule on CE Credits for Investment AdvisorsThe group's model rule requires IARs to take 12 hours of continuing education each year.
November 30, 2020
New Advisor Designation Drawing CriticismMichael Kitces questions whether clients would really seek out an Accredited Behavioral Finance Professional.
November 30, 2020
14 Biggest Advisor Mistakes That Hurt GrowthMany successful advisors tend to forget (or ignore) the very behaviors that helped make them so prosperous and persuasive with clients.