Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’
By John ManganaroThe ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 20, 2025
Wealth Consulting Group Taps Ex-LPL Exec as PresidentAndy Kalbaugh joins the hybrid RIA, which uses LPL as its broker-dealer, as it enters a growth phase.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.
June 17, 2025
Buy Other People's CompaniesMergers and acquisitions are the (sometimes bumpy) fast lane for financial professionals who want growth.
June 16, 2025
Wells Fargo Revises Rules on Internal FiNet TransfersFirms in the indie channel must hire one outside advisor meeting a revenue target for each transfer, says Terrana Group's Samantha Sferas.