Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
OpenAI Releases New Financial-Services Tools, Rivaling Anthropic
By Rachel MetzThe model, GPT-5.4, is more capable of taking on tasks like generating spreadsheets, documents and presentations.
March 05, 2026
Mercer Advisors Launches Women & Wealth PracticeThe practice, to be led by Laura Combs, will address women's growing need for financial advice.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.
March 04, 2026
Yes, Bank Advisors Can Be Entrepreneurs TooWith ownership over advice, those who go independent often rediscover the most energized version of their professional identity.
March 04, 2026
Mariner Buys a P&C Insurance ProviderCowell Insurance will add business and individual risk advisory solutions to the mega-RIA's service offering.
March 03, 2026
Addepar Deploys New AI in PlatformThe firm says Addison amplifies its core capabilities and offers key insights around financial services.
March 03, 2026
Wealth Management Needs AI: Raymond James CEOArtificial intelligence tools will help advisors better serve their clients, Paul Shoukry says.
March 03, 2026
Women's Economic Power Is Surging: SurveyMillennial women with at least $1 million are outpacing their male counterparts in assets, RBC Wealth Management reports.