Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 31, 2025
FinServ Foundation Names Mentorship DirectorSamantha Allen will help the nonprofit organization support the next generation of advisor industry leaders.
January 31, 2025
7 Do’s and Don’ts When Changing Firms or Breaking AwayBrandy Weiberg of Wealthcare Capital has supported more than 100 advisors as they have transitioned their businesses.
January 31, 2025
RIA M&A Activity Set Record in 2024: DeVoeThe 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.
January 31, 2025
Raymond James Beats Estimates, Stops Reporting Quarterly Advisor HeadcountIndustry watchers say they don’t see a downside to the firm's new approach to disclosing this data.
January 31, 2025
12 States With the Fastest-Growing CFP PopulationsHere's where new and relocating planners have set up shop in the past year, according to SmartAsset.
January 30, 2025
Ameriprise Favors Advisor Recruiting Over Asset Manager DealsTo CEO Jim Cracchiolo, wealth management firm acquisition prices look high.
January 30, 2025
LPL Nabs $1B Advisory Team From Osaic in CaliforniaSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 29, 2025
7 Ways Financial Professionals Are Using AI to Streamline WorkflowsThe technology can help address challenges ranging from economic uncertainty to regulatory complexity.