Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 17, 2024
LPL Appoints New Leader of Business Strategy and InnovationMarc Cohen has been promoted to managing director for business strategy and innovation at LPL.
December 16, 2024
When Disaster Strikes, Raymond James Gets to (Volunteer) WorkEmployees “were literally ripping out [soaked] drywall” after Hurricane Helene, Private Client Group president Tash Elwyn says.
December 13, 2024
The 4 Questions You'll Get at Holiday Parties This YearGetting asked for free advice is a hazard of the advisor gig.
December 13, 2024
Retail Direct Channels Are Gobbling Advisors' Market Share: CerulliOne reason is their success at retaining 401(k) and IRA assets.
December 12, 2024
6 RIA Valuation Drivers in 2025 and BeyondThere has been a shift in the way firms are valued. Failing to understand it could tank your deal.
December 12, 2024
Hightower Stakes $800M Denver Wealth FirmFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
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.