Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Ex-Hightower CEO Named President of Alts Platform PPB Capital
By Dinah Wisenberg BrinBob Oros will fill a new role, overseeing operations and infrastructure.
March 25, 2026
Edward Jones Saw Uptick in Senior Advisor Exits in 2025: ReportPossible drivers include retirement, changes at the firm and a desire to own their books, Muriel Consulting suggests.
March 25, 2026
11 Predictions for Advisor Movement in 2026Diamond Consultants expects at least one big-name acquisition this year.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 23, 2026
10 Client Statements That Should Trigger Alarm BellsNot everyone you meet in HNW circles is squeaky clean.
March 22, 2026
LPL's CEO Pay Topped $14.5M in 2025Steinmeier's compensation remains below the peer median and levels seen in the broader market, the broker-dealer says.
March 20, 2026
Advisors in SEC Enforcement CrosshairsFiduciary duty breaches are a "core" focus for the agency, according to the acting director of enforcement.
March 19, 2026
Advisors, Not Firms, Hold the Power Now, Consultant Says"Employee models are losing the wealth management war," William Trout of Datos Insights argues.