Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big Deal
By Victoria ZhuangRIA deal closings declined for the first time in a decade, DeVoe & Co. reported.
January 22, 2024
6 Reasons Clients Fire AdvisorsA number of steps can help cement relationships and reduce attrition as financial situations evolve.
January 19, 2024
16 Top Advisor Credentials: CerulliPeople enter the financial advice industry from a variety of backgrounds and with different areas of expertise.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 17, 2024
'The Sketch Guy' Wants to Help You Attract New ClientsCarl Richards has partnered with Snappy Kraken to allow advisors to send his popular sketches to their prospects.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 17, 2024
Top 12 States for Wealthy Taxpayers, as Defined by the IRSHere are the states with the highest share of individuals worth at least $11.4 million.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.