Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Flourish Cash Integrates QuickBooks, Quicken
By John ManganaroThe collaborations address one of the most requested features from Flourish's growing business client base.
January 21, 2026
Choreo Adds $1.3B via Dual AcquisitionThe RIA agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group.
January 21, 2026
CFP Board Names New CEOK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 21, 2026
How Ultra-Wealthy Clients Test Their AdvisorsTop-ranked advisor Spuds Powell tells ThinkAdvisor how his most demanding clients have pushed him to raise his game.
January 20, 2026
$1B Team Departs Raymond JamesRegulatory filings show the firm, led by Benjamin Cohen as managing partner, will custody with Schwab and Fidelity.
January 16, 2026
What Wealth Managers Can Learn From Social Media FinfluencersThe key to social media success is offering emotional support, not product pitches, Storyful's Tara Naughton says.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 15, 2026
3 Steps to True Hyper-Personalization in Wealth ManagementBecause of the diversity in clients and lifestyles, a one-size-fits-all approach isn’t going to last.