Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Aspen Standard Wealth Acquires $1B Louisiana Firm
By Rob BurgessThe addition of Cullen boosts the AUM managed by the RIAs that the aggregator has acquired to $16 billion.
September 30, 2026
The Subtle Art of Getting ReferralsNew research from Kitces.com finds that asking clients directly is not the most effective strategy.
September 30, 2026
7 Steps to Take When a Prospect Works With a Competitor"I already have an advisor" doesn't automatically mean "go away."
September 28, 2026
How AI Accelerates Growth for Forward-Thinking FirmsThere are two key drivers of above-average growth, and AI helps both, Envestnet exec Jonathan Linstra says.
September 23, 2026
Captrust Picks Up $1.2B With Two-Firm DealNew York-based Compass Advisors and Long Island Wealth Management have joined the RIA, bringing seven advisors.
September 23, 2026
12 Helpful Phrases for 4 Client SituationsThe right expression, used at the right time, can create an "aha" moment.
September 22, 2026
PRO
Efficiency Creator or 'Deal Killer'? David DeVoe Is Watching AIThe M&A consultant also discusses the rise of the "meta RIA" and why private equity in wealth management isn't so bad.
September 22, 2026
Mercer Names Cynthia Loh to New Executive RoleAs chief platform officer, Loh will oversee the operating system that anchors the RIA's client and advisor experience.