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Financial advisors launch disruptive RIA co-op platform
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
Ensuring video testimonials comply with SEC’s marketing rule
Industry experts give their opinion on new 100%-remote studio solution that creates professional videos for advisors.
3 ways to jump-start your growth in 2024
As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.
Advisors worry about losing independence under DOL contractor rule
'We're small business owners; we’re entrepreneurs,' advisor says. 'I don't know what that would look like if we're suddenly employees of a broker-dealer.'
‘Wall Street South’ beckons financial services firms
Why hedge fund managers, advisory firms and other financial services firms are basking in the sun in Miami.
The younger, the better: Gen Zers are ready for estate planning
Advisors say Gen Zers are more curious and interested in post-death plans than other generations
Unlock your firm’s full potential with the ultimate advisory study
Stay on top of the industry with InvestmentNews’ Advisor Benchmarking Study.
Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
2024 brings plenty of concerns for advisors
Increasing AUM, finding new clients and achieving scale are among the challenges they face this year.
Adding and retaining women on Wall Street are goals for 2024
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
‘My generation is fairly traumatized’
New York City advisor explains why he focused on millennial clients when ‘nobody else would invest in them.’
Rediscovering your passion
The stress and complexity of running a small business can take a toll on financial advisors.
5 ways wealth managers can better serve first-time Black investors
Meeting the needs of emerging Black investors can be accomplished through incremental changes to client council and outreach.
Nearly half of people regret their college majors. Do advisors?
While many wish they went a different route in school, advisors who studied different subjects say they wouldn't change a thing.
Explore four opportunities to elevate advisor-client relationships
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
Navigating the waters of IAR continuing education compliance
It's crucial for investment advisors to recognize the consequences of failing to meet their annual continuing education obligations.
Pursuing sustainable growth: Why RIAs wind up with a leaky bucket
The distinction between organic growth and market growth has never been more apparent, especially during periods of market volatility.
This bull market will accelerate M&A
We are approaching a perfect storm – could M&A in the wealth space set a record in 2024?
‘Good people are doing good things’ with DAFs
Clients should want to give a charitable gift first and deal with tax deductions second, says director at Altair Advisers.
JPMorgan among winners as Latin American wealth flocks to Miami
However, Morgan Stanley has been losing clients in city amid Federal Reserve review of its measures to prevent potential money laundering.
