Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Not All RIA Consolidation Is Created Equal: Joe Duran
By John ManganaroThe Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.
July 01, 2025
$27B RIA Taps Edelman Financial Exec as CEOChicago-based Choreo has hired Jason Van de Loo to serve as its new leader.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 26, 2025
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 25, 2025
7 Shortfalls in Advisors' Own Retirement PlanningAdvisory business owners and their potential successors demonstrate a stark lack of preparedness, Kestra Financial research found.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.