Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Big RIA M&A Deals Aren't the Full Story
By John ManganaroFirms with less than $1 billion represented more than half of announced transactions last year.
February 12, 2026
12 Cities Where Millennials Are Moving: 2026Many in this cohort are relocating for job opportunities, preferable lifestyles, family or other considerations.
February 12, 2026
Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On.While investors seemed to take the debut of an AI-powered tax tool as a new threat, an evolution is well underway.
February 11, 2026
Kestra Taps Addepar for Affiliated Advisors' Client PortalKey features of the new solution include a unified, transparent view of client wealth across accounts.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 09, 2026
Ameriprise to Oversee $28B in Huntington Bank Investment AssetsThe relationship involves 260 advisors and retail brokerage, advisory and insurance services.
February 05, 2026
Equitable RILA Sales Rise in Spite of Newcomers' Teaser RatesThe number of wealth planners increased 12%.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.