Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
SEIA Strikes Deal for $2B RIA in Cleveland
By John ManganaroThe firm sees "significant additional acquisitions" ahead, Signature Estate and Investment Advisors CEO Brian Holmes says.
May 01, 2024
Cetera's Avantax Inks Acquisition of $760M Wealth FirmIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
May 01, 2024
Sanctuary Wealth Buys $12.5B RIA Platform tru IndependenceOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.
April 30, 2024
Raymond James Is on a Recruiting Tear, Exec Says"We're in deep conversations with large teams, more than what we've seen historically," PCG President Scott Curtis says.
April 29, 2024
Raise Your Visibility in a Community GroupHere's a five-step plan for becoming an insider.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.
April 26, 2024
Advisors Who Use More Tech Tend to Outperform: CerulliThe gains over a three-year period are in client acquisition and assets under management, research found.