Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Raymond James Launches Proprietary AI Search Tool
By John ManganaroThe tool lets advisors search the firm’s internal knowledge base and receive precise, tailored information.
April 17, 2025
Stay or Go? Advisor Consultant Offers 7 Points to ConsiderAdvisor transition specialist Maria Kutscher outlines a framework to assess potential exits.
April 16, 2025
Household Wealth Surged 16% in 2024 on Stock Gains: CerulliWhile wealthy investors benefited most, the mass affluent are sitting on a $3 trillion rollover opportunity, the group says.
April 15, 2025
LPL Calls Ameriprise Data-Breach Notices 'Defamatory'"Ameriprise has sunk to a new low" by sending breach notices to clients whose advisors switched firms, LPL says.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.
April 08, 2025
Raymond James Adds 3 Teams With $2B in AssetsThe employee advisors joined the firm recently from Merrill, Morgan Stanley and RBC.
April 03, 2025
Wells Fargo Advisors Nabs LPL Recruiting ExecFarhad Firoozi joined the wirehouse on Tuesday and will focus on growing its independent advisor channel.
April 02, 2025
Morgan Stanley Nabs $1B Team From UBSThe New York-based group focuses on serving professional athletes and entertainers.