Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
10 Ways Clients Can Connect With Their Future Selves
By Bryce SandersProjecting what could happen in 10 or 20 years can nudge prospects and clients to take action now.
September 14, 2026
Despite Major Risks, Financial Pros Doubt AI Will Be SlowedLeaders acknowledge concerns after Anthropic's CEO called for "pacing" further AI development.
September 14, 2026
Advisors Know Succession Planning Matters. Why Are So Few Prepared?Less than 40% of advisors planning an exit in the next five years have a successor in mind, a new survey finds.
September 14, 2026
UBS Nabs $1.4B Team From Morgan StanleyColorado-based Mason Cisney Alcon Wealth Management Group will join the UBS Mountain West market.
September 11, 2026
Younger Investors and AI Are Reshaping Advisor RelationshipsGen Z clients are more likely to say they've switched advisors than any other generation, Betterment Advisor Solutions finds.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
September 02, 2026
12 Talking Points for Client ReferralsClients might be happy to talk you up to their friends, but they might not know what to say.
September 02, 2026
CFP Board Announces New Women & Wealth Career Changer ScholarshipMade possible by a $125,000 gift from Cary Carbonaro, the scholarship supports women who have never worked in financial services.