Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Foundation for Financial Planning Starts Search for New CEO
By Melanie WaddellJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 21, 2026
How Advisors Can Start Treating AI Like a Tool, Not a ThreatThe strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
April 17, 2026
Ric Edelman to Head New Financial Planning SchoolEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
April 16, 2026
Fake Regulators Are Trying to Steal Money From Insurance ProducersOfficials are urging agents and brokers to look at emails carefully before clicking on links.
April 16, 2026
Docupace Names New Chief Revenue OfficerMike Conlon will oversee Docupace's revenue strategy, aligning sales, marketing and client experience.
April 15, 2026
Jeremy Grantham: AI Mega-Bubble Meets a Dangerous Global BackdropThere's "no room for excitement" in market forecasting, GMO's co-founder tells ThinkAdvisor. But he sees trouble ahead.