Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
To Close the Talent Gap, Let Advisors Build
By Travis PenfieldWhen next-gen financial professionals are only handed books, it can unintentionally limit their long-term growth.
October 27, 2025
Equitable to Acquire Stifel Independent AdvisorsThe acquisition includes more than 110 independent advisors managing about $9 billion in client assets.
October 24, 2025
eMoney Celebrates 25 Years In Business With Rollout of Major New FeaturesCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
October 23, 2025
Envestnet Names New Chief Technology OfficerBhaskar Peddhapati has been charged with accelerating Envestnet’s technical roadmap and infusing AI into its platform.
October 23, 2025
Why Rise Growth Partners Favors Middle-Market RIAsCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 23, 2025
Snappy Kraken Adds Real-Time CRM SyncingSnappy Kraken CEO Robert Sofia says advisors can now sync the marketing platform with Orion, Salesforce and others.
October 23, 2025
12 Do's and Don'ts for Working With the WealthyIt's less about navigating a world of yachts and private jets than about being present and professional.
October 22, 2025
Joe Duran's Rise Growth Makes Third Minority InvestmentThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.