Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Fisher Retirement Solutions Rebrands, One Year Into Operations
By John ManganaroThe change to Fisher SMB, says Nathan Fisher, represents “more than just a new logo or a fresh look.”
June 11, 2025
FPA Debuts Planning ‘Competency Model’The new framework was developed by a task force chaired by Hannah Moore.
June 10, 2025
Integrated Partners Launches AI-Powered Advisor DashboardThe partnership with Invent, says CEO Paul Saganey, represents a re-imagination of how advisors work.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 10, 2025
Fire, Explosions Wake Conference-Goers With a 'Jolt'A nearby blaze forced Snappy Kraken conference guests to evacuate their hotel rooms early Tuesday in Nashville.
June 10, 2025
The No. 1 Thing Advisors Want When They Switch FirmsUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.
June 09, 2025
Nationwide Rolls Out Advisor-Sold 401(k) SolutionRetireAssist features “core” and “flex” offerings tailored for small and midsize employers, respectively.
June 06, 2025
AI Saves Advisors 90 Minutes Per Client Meeting: F2 Strategy’s Doug FritzThis means more time to serve clients and grow their businesses in new ways, he says.