Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Ex-Schwab Exec Named CFP Board Chair-Elect
By Melanie WaddellTerri Kallsen, senior operating partner at Rise Growth Partners, will lead the standards-setting organization in 2026.
July 16, 2024
Advisor360 Launches Bulk Repapering ServiceThe firm says its new service can transition up to 6,000 client accounts in a matter of minutes.
July 15, 2024
How Asset Managers Seek to Grow in 2024 and BeyondA marked shift in priorities to a client-centric approach from cost control has occurred, Northern Trust found.
July 15, 2024
Osaic Revamps Retirement Income Planning ToolsThe partnership with IncomeConductor builds on the wealth management firm's NextPhase platform for advisors.
July 12, 2024
Shannon Spotswood Steps Into CEO Role at RFG AdvisoryThe hybrid RIA platform's president takes over from Bobby White, who becomes executive chairman.
July 12, 2024
RIAs Look to Automation, Multiple Custodians to Spur GrowthSixty-four percent of advisors in an Interactive Brokers survey reported using at least two custodians.
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.