Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Edelman Financial Engines to Offer $175M in Equity to Its Planners
By Melanie WaddellThe expanded equity program positions all current and future financial planners as owners, the firm said.
March 12, 2026
Schwab CEO Says Markets-Savvy Gen Z Joins Dip-Buying FrenzyYounger investors are entering the market earlier and trading more actively than other age groups, Wurster said.
March 11, 2026
New Firm Launching AI Platform to 'Scale Advisor Expertise'WealthStream's technology gives advisors access to senior-level planning insights, supporting the development of next-generation talent.
March 10, 2026
NASAA Launches CE Course Catalog for IARsThe new catalog provides a centralized platform to browse NASAA-approved IAR CE courses.
March 10, 2026
RIA Cresset Names CEOPresident Susie Cranston will take on the role April 15 and will join the UHNW firm's board.
March 09, 2026
What to Watch, What to Avoid in This Hot Advisor Deal Market: RecruiterFrank LaRosa discusses the mistakes advisors should avoid and which big firm might be next on the block.
March 06, 2026
Life After Buffett: 6 Things to Expect From Berkshire's New CEOGreg Abel is eager to show investors he's invested in maintaining the legacy of his legendary predecessor.
March 06, 2026
OpenAI Releases New Financial-Services Tools, Rivaling AnthropicThe model, GPT-5.4, is more capable of taking on tasks like generating spreadsheets, documents and presentations.