Financial advisors are using behavioral science, emotional connection, and even AI to build trust during early meetings with prospective clients. "When it comes to trust, people love to hear their own words repeated back," RFG Advisory's chief behavioral officer Brendan Frazier told InvestmentNews.
Wealth managers weigh in on the best ways to access AI tools to increase office productivity.
More financial advisors are seeking to expand outside America's financial hubs as technology improves and populations shift.
Trump's Big Beautiful Act includes a number of estate planning and tax deductions wealth managers are now sorting through for clients.
The $117 billion mega-RIA Wealth Enhancement says advisors who emphasize tax and trust planning can command higher fees. "We're actually seeing slight fee expansion within our organization," Wealth Enhancement's Dean Smith told InvestmentNews.
The coming Great Wealth Transfer offers a huge opportunity for the next generation of female advisors. Here's how they can maximize it.
A brand that no longer represents who you are - or worse - holds you back from attracting talent or growing your client base, isn't serving your future. And while it takes courage to rebrand, it's also one of the most strategic investments a firm can make.
As more workers are pushed to return to their offices, wealth managers are increasingly being asked to value the benefits of remote work.
Former CBIZ chief investment officer Anna Rathbun wants her new Cleveland-based Grenadilla Advisory to treat clients with the same "compassion and connectivity" she shares with audience members as a singer of classical music.
"By the end of the decade, tokenization will be the dominant investment platform in the industry, far eclipsing ETFs," Lifetime Achievement Award winner Ric Edelman tells InvestmentNews. "ETFs as we know them today really won't exist in five years."
Wealth managers are being forced to unpack President Trump's One Big Beautiful Bill to clients. Here are some of the things they are saying.
Wealth managers weigh in on their bond strategies as Fed Chairman Powell appears to be holding on rate cuts this summer.
Financial PR experts offer wealth managers tips on getting the most bang for their marketing or PR bucks.
Financial advisor Scott Hampton shares the lessons he and partner Jason Cohen learned after leaving a wirehouse behind and going solo in the final installment of InvestmentNews' new 'Independence Stories' series.
"For a lot of our clients, if your income is affected potentially by the rises and falls with oil prices, we want to consider diversifying your portfolio away from your career risk," Bogart Wealth advisor Patrick Marcinko tells IN.
Financial advisor Peter Bjelopetrovich shares the lessons he learned after leaving his old firm behind and starting anew in the latest installment of InvestmentNews' new 'Independence Stories' series.
Financial advisor Craig Robson shares the lessons he learned after leaving Merrill Lynch to set up his own practice in the fourth installment of InvestmentNews' new 'Independence Stories' series.
Financial advisor Dany Martin shares the lessons he learned after leaving one of the country's biggest banks to set up his own firm in the third installment of InvestmentNews' new 'Independence Stories' series.
Financial advisor Derek Wittjohann shares the lessons he learned after leaving a major wirehouse to set up his own practice in the second installment of InvestmentNews' new 'Independence Stories' series.
CEO Dave Welling tells IN that the $72 billion mega-RIA has 'become the catalyst for employee ownership through M&A partnership.'
