Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL Nabs $1B Advisory Team From Osaic in California
By John ManganaroSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 29, 2025
Commonwealth in Talks to Sell Minority Stake: ReportThe firm, led by Wayne Bloom, will likely attract strong private equity interest, said one industry watcher.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 28, 2025
Mariner CEO Personally Called Planner, Edelman Says in Poaching SuitMariner requested Edelman's non-solicitation agreement and advised the planner on how to defend against a lawsuit, Edelman contends.
January 28, 2025
18 Job Interview Tips for Financial AdvisorsIf you're early in your career or starting a new one, here's what hiring managers want to hear.
January 27, 2025
A Pitch to Small Indie Advisors: Serve Your Clients, and We'll Provide the ToolsServing advisors who want to keep their independence is a "growing piece of the industry," Tom Prescott says.
January 27, 2025
Capital Group Expands Small-Business Retirement Plan ServicesThe solution helps financial advisors reach small-business owners and increases retirement account access for their employees.