Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Wealth.com Rolls Out Tax Planning Platform
By John ManganaroThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Ex-Citi Exec Sues Firm, Alleging 'Long History of Hostility Toward Women'Julia Carreon says she was debased when Citi wealth head Andy Sieg refused to deny innuendo about their relationship.
January 26, 2026
11 Steps to Retaining a ClientThe key to keeping a client is making them feel, through words and actions, that they are important.
January 26, 2026
Kitces.com Collabs With New Planner CollectiveThe organizations say they will work together to bridge the gap between academic preparation and real-world practice.
January 26, 2026
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.A sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
January 23, 2026
Better Banking Benefits RIAs and Clients, Flourish Exec SaysBen Cruikshank, president of the wealth management technology provider, details the move to "wealth 3.0."
January 22, 2026
LPL Taps Wealth.com for Estate Planning ServicesThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 22, 2026
Edelman Financial Engines Embraces Orion TechnologyThe RIA has fully onboarded to Orion's unified tech platform as part of its accelerated growth strategy.