Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Merrill Says Dynasty Reneged On Arbitrating Dispute Over Mega-Team
By Dinah Wisenberg BrinMerrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
7 Tricky Questions Young Agents Might Get from FriendsSome of the first conversations newcomers have about life insurance can be frustrating.
February 17, 2026
Mercer Taps Abby Salameh to Lead Key MarketThe $96 billion RIA also hired Chris Walters to oversee its San Diego team.
February 17, 2026
How an Advisor Became a Benefits Whiz and Multiplied His AssetsJames Bogart built a business serving employees of large companies. Then the pandemic changed everything — for the better.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.