Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Trends Driving 2024 RIA Dealmaking, in 5 Charts
By Michael S. FischerThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 26, 2024
8 Ways to Ask For ReferralsSo, you've thought about who you can ask. Here are ideas about how to ask.
February 22, 2024
19 Ways to Meet the Wealthy This SpringWith a little research and imagination, there are lots of places to find new prospects.
February 21, 2024
LPL Sees Recruiting Benefits From Souped-Up HNW ServicesMany advisors on the move today want the ability to serve wealthy clients more holistically, Jen Hollers says.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 20, 2024
Kestra Adds $9.5B in New AssetsThe firm welcomed 110 advisors during 2023, marking its most successful recruiting year yet, says one executive.
February 20, 2024
LPL Expands HNW Program, Drops Asset MinimumThe firm is eliminating a $5 million investable asset minimum for HNW specialty services.
February 15, 2024
Big Firms Boost Their CFP NumbersEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.