Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Merit Names LPL, UBS Veteran to New Tech Chief Post
By Rob BurgessJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
September 01, 2026
Altruist Acquisition 'Rhymes With Vanguard's Mission,' CEO Ramji SaysThe deal helps solve the supply-demand gap for advice, the Vanguard chief told Creative Planning CEO Peter Mallouk.
September 01, 2026
10 Steps to Turn Seminar Attendees Into ProspectsEngage them — people do business with people they like.
August 31, 2026
PRO
What's Next for RIAs?In the wake of the Vanguard-Altruist deal and the latest Schwab news, join Will Trout of Datos Insights on Sept. 23 for a discussion about what the latest developments mean for advisors.
August 28, 2026
Osaic Appoints Chief AI and Technology OfficerSayee Bellamkonda will oversee the firm's technology strategy in a newly expanded role.
August 27, 2026
Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help.With Capital Investment Advisors, the FPA has developed FPAi Authority to educate advisors on the technology.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
August 27, 2026
Wells Fargo Steps Up Wealth Hiring After $1.5B RevampAfter a five-year effort, the wirehouse's latest recruiting push is focused on attracting independent advisors.