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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.
RIAs are becoming ‘common knowledge’
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Gen Z will need help – are you ready?
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
The Ohtani situation is a reminder about athletes and money
Advisors caution professional athletes to hire teams and give associates limited access to their accounts.
Clients are leaving advisors for better advice (and relationships)
‘I truly think a lot of advisors end up missing that relationship management,’ a financial planner says.
These are the top two reasons why affluent clients decide to change advisors
Those who meet these needs are better placed to lower client churn.
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
RIA industry is slow to ‘capture more clients,’ EP Wealth CEO says
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
What does it take to grow organically in the wealth arena?
Study conducted by Janus Henderson Investors and the Financial Planning Association suggests six keys to practice success.
Want to retire happy from an advisory career? Start planning now
65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.
What do clients really want? And what is their biggest dissatisfaction?
Top demands vary between millionaires and the mass market.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Helping debt-ridden physicians thrive
Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.
Keeping retirement planning personal
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
‘Our clients are part of our family’
'We want to work with good people who we enjoy working with,' Larry Sprung says. 'If you don’t pass those criteria, we’re not going to work with you.'
Being a fiduciary is the ‘true professionalization’ of financial advice
Ultimately, fiduciary care is going to drive the RIA space, advisor says.
RIAs face their greatest challenge: The transfer of wealth
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.