Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Advisors' Tech Use Is Up, but Satisfaction Is Down: Kitces
By John ManganaroThe financial planner unveiled his firm's 200-plus page tech report at the Future Proof Festival.
September 05, 2025
7 Corebridge Annuity Design SecretsKevin Hogan, the company's CEO, told Wall Street what happens behind the office doors.
September 04, 2025
6 Stats Showing Private Equity’s Accelerating Control of RIAsPE investors are rapidly reshaping the industry, an AdvizorPro report finds.
September 04, 2025
Stifel Adds Ex-Merrill Exec and $1B of His Investment Firm's AssetsLaunny Steffens will lead asset management; Stifel will acquire AUM from his firm, Spring Mountain Capital.
September 04, 2025
Corient Inks Yet Another Deal, for $3.5B UHNW FirmThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.
September 03, 2025
JPMorgan Lays Off 99 In San FranciscoThe company has added thousands of positions overall and has more than 14,000 openings.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 03, 2025
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7BThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.