Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Top 12 States for Wealthy Taxpayers, as Defined by the IRS
By Allison BellHere are the states with the highest share of individuals worth at least $11.4 million.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
January 11, 2024
Atria Wealth Boosts Assets by $12BTwo of its business units, CUSO and Sorrento, now work with about 200 banks and credit unions.
January 10, 2024
8 Steps for a Smooth SuccessionDone effectively, this process can secure the legacy of the business and position it for sustained success.
January 10, 2024
DOL: If You Were an Independent Contractor, You Probably Still AreAgents may, or may not, have to spend heavily or be legally separate to be independent.