Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Is Your Firm Being Acquired Unexpectedly? This Advisor Can Relate
By John ManganaroStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 15, 2025
Raymond James Advisors Get Zoom's AI Meeting Summary ToolCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
May 12, 2025
Why Fewer Young People Are Becoming Financial AdvisorsThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
May 12, 2025
3 Ways to Position Your Practice for Sustained SuccessAligning advisor performance with the firm’s results can raise employee loyalty, commitment and collective responsibility.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 09, 2025
Cetera Taps Ex-Equitable Exec to Lead Branch Office ModelJohn Lefferts will oversee more than 450 advisors in Cetera Investors branch offices across the United States.