Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Inside Raymond James’ Minority Stake Strategy
By John ManganaroThe firm's investment proposition “is not like private equity’s approach,” says Shannon Reid, independent channel president.
May 15, 2025
How Raymond James Spends $1B a Year on Tech, With Advisors in MindAll Raymond James technology is designed in collaboration with advisors, says Andy Zolper, chief information officer.
May 15, 2025
LPL Drops Suit Over Ameriprise's 'Defamatory' Data Breach NoticesThe financial services firms agreed that LPL could pursue claims with FINRA, among other points.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 15, 2025
Raymond James Advisors Get Zoom's AI Meeting Summary ToolCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
May 12, 2025
Why Fewer Young People Are Becoming Financial AdvisorsThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
May 12, 2025
3 Ways to Position Your Practice for Sustained SuccessAligning advisor performance with the firm’s results can raise employee loyalty, commitment and collective responsibility.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.