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Time to break the silence on generational wealth: Edward Jones
Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.
How do model portfolios improve the client experience?
Using model portfolios 'improves client outcomes when there are changes and market moves and rebalancing that need to be done,' an advisor says.
Partnership announced that aims to transform RIA channel
Invesco and Vestmark combine forces to enable greater portfolio personalization and tax management.
Net flows pose huge challenge for RIAs, advisor says
‘What are we going to do about organic growth when we can't hold on to the household of the primary relationship?’
Cetera sweetens advisor growth offering with industry-first guarantee
The broker-dealer giant is providing a money-back guarantee to newly affiliated advisors and firms.
Father-son team shares tips for business, relationship success
UBS wealth manager Hannes Grascher was extremely careful when he brought his son Max onto his team.
$5B family office beefs up ultra-high-net-worth support service
Philadelphia-based Callan Family Office also welcomes former Abbot Downing exec as it expands its financial administration services.
Giving back to health care providers through financial advice
‘Financial management, especially in the medical field, is super valuable,' advisor says.
Advyzon strikes up another tech collaboration
The fintech is helping to simplify client account administration for advisors through a new platform integration with Apex.
Commonwealth tech partnership focuses on advisor succession
The wealth management giant is rolling out a platform to connect buyers, sellers, and partners seeking M&A opportunities.
Merit unveils independent advisor affiliate model
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
Next-gen advisors ‘demanding more ownership’ of their firms
Firm ownership and flexibility in the workplace among strategies advisors may want to consider to retain key talent.
Demographic time bomb set to hit financial advice industry
The country’s advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most.
Helping clients prepare for a gray divorce
With less time to rebuild their nest egg, weather volatile markets, or work longer, older couples are at financial risk and need expert advice.
Dynasty Financial taps industry veteran Tim Oden
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Why military spouses are the ideal solution for advisors seeking legal help
Unemployment is below 4 percent, but the rate for military spouses is 21 percent, with more than 90 percent of them being women.
Tapping into the wealth of minority communities
For many savvy advisors, especially those who are minorities themselves, minority communities offer huge potential.
Don’t be in a rush to discount your fees
If an advisor greatly discounts or gives away his services, clients will discount that advice as well.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.