Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
10 Good Reasons to Switch Firms
By Bryce SandersAt some point in the recruiting process, you will need to articulate why you want to make a move.
February 27, 2025
LPL Adds $1.15B Wells Fargo FiNet Team in CaliforniaTownsgate Wealth Management, founded in 2016, has grown into an ensemble practice serving wealthy investors.
February 27, 2025
Unum Finds Reinsurer for Block of Individual Long-Term Care PoliciesThe deal could eventually help increase the supply of new long-term care planning products.
February 26, 2025
Life, Health and Annuity Sales and Marketing Hiring May Hold SteadyCompanies seem to be more interested in managers. Merit raises could be low.
February 25, 2025
CFP Board Publishes AI Ethics Guide for AdvisorsThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 24, 2025
How Interactive Brokers Is Fighting for Advisor TalentThe firm doubled its RIA assets in 2024, Executive Vice President Steve Sanders tells ThinkAdvisor.
February 21, 2025
With Ban on Non-Competes in Limbo, Forfeiture Provisions Face Legal ScrutinyCourts and the Federal Trade Commission address limits that employers place on departing employees' options.
February 19, 2025
AI Is Eating Wealth Management for Lunch. Here's How to Stay at the TableAdvisors who embed the technology into their firms, rethink workflows and challenge assumptions will lead the next era.