Breakaway move underscores rising demand for control, ownership, and scalable advisory models.
“This is the most meaningful opportunity of my career,” advisor Grady Wirth told InvestmentNews.
The firm’s chairman and group CEO has been sharing his insights with InvestmentNews.
2025 was a boffo year for advisor moves and recruiting, according to a new report from Diamond Consultants.
Assets from UHNW households are growing 25% faster than the broader high-net-worth space – but serving them demands capabilities beyond portfolio management.
Firm pairs leadership transition with advisor recruiting boost in independent contractor division.
Trend report shows recurring models dominating fee-based planning engagements, pointing to new paths for clients beyond HENRYs and next-gen advisors looking for sustainable career runways.
Advisor360 survey finds planners eager to use automation to expand tax, retirement, and planning services while betting on human skills to strengthen client relationships.
Independent practices are winning on autonomy, equity, and flexibility, pressuring competitors to switch tack even as they cling to traditional structures.
Despite concerns about AI accuracy and regulation, firms say automation, cleaner data and unified workflows are key to scaling advice in 2026.
Schwab's RIA Compensation Report shows firms that offer performance-based compensation generate 24% higher revenue and serve 43% more clients over five years compared to firms without performance-based staff incentives.
From office space and staffing to debt, equity, and revenue‑share deals, Dynasty's Harris Baltch lays out the real cost of launching an RIA.
Cerulli research shows larger RIAs pouring money into data infrastructure and AI tools in bid to boost productivity and valuations.
Advisors who've made the leap describe behind-the-scenes hiccups during their pivotal transitions.
RIA consolidation is expected to continue in 2026 and advisors need to consider in advance the consequences of getting bigger.
Financial advisors say AI tools will be on their shopping lists for the coming year. They also discuss which technologies might not make the cut.
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