Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
These Two Tech Tools Wowed Judges, Advisors at XYPN Live
By John ManganaroJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 20, 2024
Schwab Foundation Expands Scholarships, Marks $25M in Total Grant FundingThe Registered Investment Advisor Talent Advantage Student Scholarship now supports 15 students with $15,000 grants.
November 19, 2024
Edward Jones Hits 20,000 Advisors. Its Next Target? New York CityDavid Chubak, the firm's leader of branch development, gives an inside take on its evolving growth strategy.
November 18, 2024
New Leadership Primes Black Advisory Group AAAA for ProgressThe Association of African American Financial Advisors adds a permanent board chair to its recent CEO appointment.
November 18, 2024
10 Reasons Friends and Family Members Need InsuranceIf you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.
November 14, 2024
Captrust Buys $5B RIA Based in BostonThe acquisition of Boston Financial Management includes three new office locations and 45 staffers in Massachusetts and Maine.
November 12, 2024
Osaic Streamlines Its Digital Tools for AdvisorsThe firm has consolidated four legacy platforms to support its goal of adding more financial planning capabilities.
November 11, 2024
Kitces to Join 2025 Coaching Roster at Limitless AdvisorMichael Kitces will direct a year-long leadership development program helping advisors scale while building work-life balance.