Grant Webster, lead adviser, Dowling and Yahnke, Class of 2019 "The average age of financial advisers will finally fall below the age of 50."
Taylor Schulte, founder, Define Financial, Class of 2016 "Within five years, the industry will become a profession. High-value/high-touch planners in this new professional environment will not experience fee compression. And the 1% AUM fee isn't around anymore."
Julia M. Carlson, founder and CEO Financial Freedom Wealth Management Group, Class of 2014 "I will have a subscription model to serve entrepreneurs and freelancers nationwide."
Kate Hammer, director of development and communications, Foundation for Financial Planning. Class of 2018 "The next generation of the financial advice profession will embrace pro bono work as an integral aspect of their business."
"The solo adviser business model will continue to shrink as a percentage of total financial advisers. And teams and ensembles will continue to grow."
—Anonymous
"Therapy will be a part of most financial planning processes."
—Anonymous
"Amazon, Google or Apple will enter the financial services market."
—Anonymous
"The next recession will cause more consolidation in the industry and more advisers will retire."
—Anonymous
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
