Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Raymond James Advisors Get Zoom's AI Meeting Summary Tool
By John ManganaroCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
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.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.
May 08, 2025
9 Ways to Get Noticed by Your ManagerIn a competitive field, some positive attention can get you a long way.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.