Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
AI Has Positive Influence on the Industry, Advisors Say
By Michael S. FischerClients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 08, 2026
How Advisors Can Help Close Millennial Investing GapsThis generation wants to know how to get started, how to invest wisely and how to build lasting wealth.
July 07, 2026
Edelman Appeals After Court Tosses Poaching ClaimThe wealth management firm contends that Mariner Wealth Advisors misappropriated trade secrets. A Kansas judge disagreed.
July 07, 2026
Don't Forget the Personal Rungs on the Career LadderOver my long career representing financial professionals, I've learned that money and ego are not enough to succeed.
July 01, 2026
6 Things That Matter Most When Advisors Switch FirmsThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.
July 01, 2026
How the Fastest-Growing Advisors OutperformThese advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.
June 30, 2026
SEC to Conduct Broad Enforcement ReviewChair Paul Atkins says the agency is "redirecting resources toward the types of misconduct that inflict the greatest harm."