Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
12 States With the Fastest Growing CFP Numbers
By Michael S. FischerOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 12, 2024
Income Planning and Health: Life Expectancy Affects SavingHealthView develops forecasts to estimate how much advisors' clients will spend on health care as they age.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 11, 2024
New SmartAsset Service Aims to Boost Client ProspectingThe subscription marketing platform provides referrals in set ranges, depending on the plan.
March 11, 2024
5 Signs High-Income Americans Are Feeling the SqueezeA Prudential subsidiary found that some are skipping meals or selling possessions to cope with their bills.
March 08, 2024
BlackRock to Buy $4.8B SpiderRock Advisors to Boost SMA BusinessThe deal will help BlackRock meet growing demand for tax management and personalization, a wealth exec says.