Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Ritholtz Rolls Out Succession Plan Featuring Employee Ownership
By Dinah Wisenberg Brin"We have a plan to continue forever, without private equity dollars," co-founder Barry Ritholtz says.
January 29, 2026
Automation Software Boosts Industry Productivity: DocupaceOne AI-based client data platform saved advisors in 2025 nearly 200,000 hours on manual tasks, the firm notes.
January 29, 2026
Farmers Launches Fee-Based RIAThe firm says it expects wealth management and insurance offerings to drive mutual growth.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 28, 2026
Hightower COO Leaves Firm After Less Than 2 YearsThe firm has made a number of high-level leadership changes since former CEO Bob Oros departed.
January 28, 2026
Raymond James Launches AI Operations AgentDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Banks Prioritize Tech to Boost Advisor Retention and Productivity: CerulliSuch an investment can be a core way to improve efficiency and enhance clients' experience, a report finds.