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A broad asset allocation with a commitment to client care
Advisor believes that market has an upward bias and that this is the best situation he’s seen in almost five decades
Constantly evolving to best serve clients
Jordan Mayer subscribes to the adapt-or-die mantra – and believes this relentless commitment to improvement sets J.P. Morgan apart
A risky career for show biz clients
‘Save first and then establish ... lifestyle second,’ advisor tells her clients in the entertainment industry
Leveraging real-time insights for business owners
Advisor puts his faith in custom reporting and real-time data
‘The best is yet to come’ for AI
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
The undeniable value of niche advising
If you want to grow your advisory practice, don't try to be all things to all people. Specialize in a few areas and build your own niche.
More fee-for-service models, please!
Axtella executive says the advice industry faces challenges in connecting with younger clients.
Ways to network better with CPAs
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
It’s back to school for advisors
Firms tap into educational programs to recruit and retain next-gen talent.
Dave Ramsey takes a jab at advisors’ future clients
Targeting a group who could turn into financial advisors' clients is a dubious marketing strategy, executives said.
RIAs face critical need for the ‘right people’
'Creating the right culture is critical, and making sure that we're not only attracting the right talent, but retaining that talent,' an advisor says.
Big-name affiliation a big deal for the affluent: Cerulli
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
The trouble with athletes retiring
Athletes face two retirements, advisor says, and that can entail additional career plans and expenses.
Fees for financial planning are on the rise: AdvicePay
Research shows upticks across subscription and one-time payment models amid investors’ growing appreciation for financial advice.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
Advisors can serve as doctors’ ‘objective voice’
‘There's a real value for an advisor to help them understand what's really important to them,’ Vestia CEO says.
Building wealth with nourishing advice
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
When does proprietary tech make sense for RIAs?
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
Are advisors seeing only the tip of the cash iceberg?
Poll of 750 high-net-worth advisors finds clients’ need for cash management could be a competitive edge and a relationship touch point.
