Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
December 05, 2024
Orion Names Former Envestnet Exec as Head of StrategyChris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
December 05, 2024
Trump Taps Fiserv CEO for Social Security ChiefFrank Bisignano is also a veteran of JPMorgan Chase and Citigroup.
December 04, 2024
The Evolution of Advisor M&A Deals: What to Know NowThe sophistication of buyers, sellers and the deals themselves has gone up.
December 04, 2024
F2 Strategy Names Ex-Orion Exec as CEORyan Beach is taking over from the firm's co-founder, Doug Fritz, who will become executive chairman.
December 04, 2024
Court Action in Carson Group Lawsuit Pushed to May 2025A fired executive contends she faced retaliation after objecting to its response to a conference-goer's assault report.
December 04, 2024
How Debt Is Inhibiting Americans’ Retirement Saving: StudyPaying off debt is especially important to Gen Xers, Allianz Life found.
December 04, 2024
Raymond James Sets CEO Transition DatePaul Reilly will step down from his CEO responsibilities Feb. 20, with Paul Shoukry taking over.
December 04, 2024
UnitedHealthcare CEO Brian Thompson Fatally Shot in ManhattanThe attack appeared to be a "targeted murder," according to the New York City mayor. The shooter is still at large.
December 03, 2024
Western Asset Management Names New CEO After SEC ProbeThe news comes after former co-CIO Ken Leech was charged with fraud.