Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Raymond James Adds $2.6B Securian Team
By Jeff BermanNorthern California-based Summit Financial Group is joining Raymond James' independent channel.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 27, 2023
Why M&A Activity for RIAs Should Be Strong in 2023There's "never been more capital on the sidelines than there is today," says Republic's Peter Nesvold.
August 24, 2023
Last-Minute Steps for TD Advisors as Schwab Integration Closes InBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.
August 24, 2023
12 Ways to Be Popular in Wealthy CirclesYou don't need an Ivy League education or an upscale address to fit in with this crowd.
August 24, 2023
David Canter Steps Down as President of Kestra's BluespringHe will transition from president to the role of senior strategic advisor.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.