Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
TaxStatus' Jump Integration Links IRS-Verified Data to Planning Platform
By John ManganaroThe partnership reflects growing demand in the advisor space for verified financials and AI-powered planning.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Ameriprise Sees a 'Competitive' Advisor Recruitment MarketLife and annuity sales rose 6%.
February 02, 2026
Envestnet Names First Chief Growth Officer Amid 'Strategic Evolution'Jonathan Linstra joins the wealth management technology giant from Morningstar.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.