Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
10 Wealth Management Trends and Projections for 2026 and Beyond
By Michael S. FischerWhile growth is broad-based, profit is less so as advisors grapple with wealth transfer and AI, Oliver Wyman finds.
September 15, 2026
How to Close the Planning Implementation GapThe disconnect creates additional work and can make it harder for clients to understand whether their investments remain aligned.
September 15, 2026
10 Ways Clients Can Connect With Their Future SelvesProjecting what could happen in 10 or 20 years can nudge prospects and clients to take action now.
September 15, 2026
Creative Planning to Buy Consulting Firm With $4.3T in AUAThe acquisition of RVK will help institutional clients navigate complex financial decisions, CEO Peter Mallouk says.
September 14, 2026
Ex-LPL CEO Dan Arnold Has a New GigArnold, who was fired by LPL in 2024, will focus on advisor recruiting and strategic partnerships at Stirlingshire Investments.
September 14, 2026
Despite Major Risks, Financial Pros Doubt AI Will Be SlowedLeaders acknowledge concerns after Anthropic's CEO called for "pacing" further AI development.
September 14, 2026
Advisors Know Succession Planning Matters. Why Are So Few Prepared?Less than 40% of advisors planning an exit in the next five years have a successor in mind, a new survey finds.
September 14, 2026
UBS Nabs $1.4B Team From Morgan StanleyColorado-based Mason Cisney Alcon Wealth Management Group will join the UBS Mountain West market.