Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
6 RIA Valuation Drivers in 2025 and Beyond
By Dan KreuterThere has been a shift in the way firms are valued. Failing to understand it could tank your deal.
December 12, 2024
Conference Certification Firm Choir to Shut Down at Year-EndThe firm cited "a significant drop in industry demand for diversity initiatives."
December 12, 2024
15 RIA Jobs and What They Pay: 2024A new Schwab report breaks down RIA compensation in a wide range of roles.
December 12, 2024
UBS Reorganizes U.S. Wealth Management Unit in Growth PushThe structure of wealth advisors in the U.S. will move from two divisions to four regional units.
December 12, 2024
Meet the 2024 Luminaries WinnersThe honorees were acknowledged on stage Wednesday at the Fontainebleau Las Vegas.
December 11, 2024
3 Best Practices to Position an RIA for SaleEnsuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.
December 11, 2024
Sallie Krawcheck Steps Down From Ellevest, Citing HealthKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.