Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL Takes Minority Stake in Private Advisor Group
By John ManganaroLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.
November 13, 2025
Why Advisory Firms Are Chasing 'The Same Person'With headcounts not expanding, successful advisors have options to grow their books, recruiter David Testerman maintains.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 12, 2025
What Advisor Growth Gurus See in Store for RIAsBrad Johnson and Jay Coulter will join ThinkAdvisor at 1 p.m. Eastern for a live webcast.
November 11, 2025
Commission-Free Annuities Drive Elusive Organic Growth: David LauAnnuity distribution can help RIAs maximize valuations in a red-hot M&A market, Lau maintains.
November 11, 2025
Integrated Partners’ CPA Alliance Passes 250 PartnershipsPaul Saganey, the firm's founder and CEO, highlights the program's milestone.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 10, 2025
Edward Jones to Expand Limited Partnership OpportunitiesThe firm is preparing for the largest limited partnership offering in its history, Penny Pennington confirms.