Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Financial Advisor Conferences in 2025: An Evolving List
By Janet LevauxDozens of industry conferences and events are on tap this year, with the biggest events hosted by custodians.
May 21, 2025
Osaic Taps Community Capital Tech for Loan, Banking ServicesThe advisor network is integrating CCT’s proprietary banking platform and national loan origination network.
May 21, 2025
Inside Raymond James’ Minority Stake StrategyThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 16, 2025
5 Misconceptions About Going IndependentThe move may seem like a leap into the unknown but can create clarity, control and long-term value.
May 16, 2025
Is Your Firm Being Acquired Unexpectedly? This Advisor Can RelateStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 15, 2025
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach NoticesThe financial services firms agreed that LPL could pursue claims with FINRA, among other points.
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.