How advisors are maintaining a healthy heart
In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.
RIAs struggle to keep up with ancillary services that clients want
An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.
Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
New RIA co-op platform targets diversity gap
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Marketing strategies that will help your firm grow
Advisors and experts weigh in on the different approaches advisors can take.
Advisors spend average of $16K a year on marketing: Study
Is marketing a luxury or an afterthought? Advisors and industry experts have their say.
‘RIAs make wonderful business partners,’ investor says
Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.
Advisor nominated for award says it ‘felt like being a winner’
Nominations for the inaugural InvestmentNews Awards are open. Nominate someone today!
How advisors are helping clients with cancer
While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.
Estimated health care expenses in retirement increase again: EBRI
Men on Medicare would need as much as $184,000 to have a 90 percent chance of meeting their health care costs, and women as much as $217,000.