Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Commonwealth Expands Talent Exchange to Connect Students With Advisors
By Jeff BermanCommonwealth says it will "foster connections between students and its affiliated advisors" and support needs of affiliated firms.
September 01, 2023
The 3 Types of UHNW Clients and How to Serve ThemAdvisors who fail to keep their wealthier clients on solid legal footing risk losing them, says David Guin.
August 30, 2023
What You'll Really Have to Know About Generative AIIt's up to you to keep the new robo-advisor from hallucinating.
August 29, 2023
Raymond James Adds $2.6B Securian TeamNorthern California-based Summit Financial Group is joining Raymond James' independent channel.
August 28, 2023
8 Business Traps for Advisors & How to Avoid Them: Kitces, RichardsWatch out for mistakes that can cause big problems for firm owners and next-gen leaders, these experts say.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 27, 2023
Why M&A Activity for RIAs Should Be Strong in 2023There's "never been more capital on the sidelines than there is today," says Republic's Peter Nesvold.