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The return of client events
Events are a great way to strengthen your bond with clients, and registrations and attendance have come roaring back.
InvestmentNews’ 5-Star Research Platforms revealed
From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.
Want your firm to thrive? Focus on growth and relationship strategies
President of Crestwood Advisors says how a company thinks about growth is key to achieving it over the long term.
Tech firm takes generative AI to the RIA space
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
Millennials want advice now but industry ‘unprepared’
Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future.
What are asset managers doing about DEI?
Inaugural report covering 1,200 firms shows adoption of formal DEI policies, recruitment programs, and best practices to tackle representation gap.
BlackRock-backed Willow wants to help advisors catch the wealth transfer wave
With fresh funding, the startup catering to financial advisors is offering new courses geared towards women and NextGen investors.
Where will RIA buying be strongest in the next year?
Inaugural M&A research reveals which wealth firm segment looks sweetest for dealmakers, aggregators, lenders, and consultants.
Betterment bolsters advisor offering with enhanced XYPN partnership
The wealth tech provider is giving fee-only advisors access to more resources and lowering barriers for those just getting started.
FusionIQ launches platform for breakaway advisors
From portfolio management to compliance and client onboarding, the new offering takes direct aim at common headaches for independent practices.
Family, prudence shape Asian Americans’ financial habits
Fidelity research reveals multigenerational focus and hands-on stance on finances among Asian Americans and Pacific Islanders.
Cetera arms advisors with active ETF guidance
The broker-dealer and RIA network’s vetted list provides intel on active ETFs across equity, fixed income, and alternative asset classes.
How ex-Amazon employee grew his tech client base
A shared language and data-driven, iterative approach has enabled advisor to foster long-term relationships in his niche.
College for Financial Planning expands paraplanner course for Spanish clients
The financial advisor education company is expanding the course to address the needs of the high-potential Hispanic market.
Are advisors operating ‘above or below the line’?
CEO of GYL outlines how advisors can stay fresh and relevant.
How to champion women in wealth-building conversations
Speaker at upcoming InvestmentNews Women Advisor Summit says industry has been poor at speaking to the needs of women clients.
Tech-focused wealth firms win on multiple counts, says Fidelity
Survey of more than 400 advisors reveals impact of technology on client growth, AUM expansion, and service delivery.
Set solid expectations and boundaries with new clients
Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.
Leading through innovation – with Tom Ruggie of Destiny Wealth Partners
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Tech-heavy advisor practices have a performance edge: Cerulli
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
