Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL Launches Digital Marketing Platform
By John ManganaroAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 16, 2025
Number of CFPs in U.S. Tops 103,000For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 15, 2025
Integrated Partners Adds $1B Retirement Firm in San DiegoRetirementDNA specializes in serving retirement plans and delivering executive benefits.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 15, 2025
JPMorgan’s Jenn Piepszak Named COO With Pinto to Retire in 2026The biggest U.S. bank is shuffling its top management for the second time in a year.
January 13, 2025
FPA’s New Board Chair Knows How to Play the Long GamePaul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.