Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Do CFPs Really Need a Bachelor's Degree?
By John ManganaroThe CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.
January 30, 2026
BNY Shuffles Leadership to Boost Wealth Solutions BusinessGlobal markets head Adam Vos will lead wealth solutions at BNY.
January 29, 2026
Automation Software Boosts Industry Productivity: DocupaceOne AI-based client data platform saved advisors in 2025 nearly 200,000 hours on manual tasks, the firm notes.
January 29, 2026
Farmers Launches Fee-Based RIAThe firm says it expects wealth management and insurance offerings to drive mutual growth.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 28, 2026
Hightower COO Leaves Firm After Less Than 2 YearsThe firm has made a number of high-level leadership changes since former CEO Bob Oros departed.
January 28, 2026
Raymond James Launches AI Operations AgentDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.