Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.
Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.
AI is no replacement for trusted financial advisors, but it can meaningfully enhance their capabilities as well as the systems they rely on.
Whether a firm manages $50 million or $5 billion in client assets, building a succession strategy needs to be a priority at least a decade out from retirement.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
Advisors who expect an edge from alternatives' illiquidity premium – without understanding the underlying terms and explaining them to clients – have a world of learning to do.
Compared to municipal bond strategies alone, those that incorporate a broader set of taxable bonds could offer a good mix of income and stability.
Sometimes letting clients lead conversations, rather than having all the answers, can be the most powerful trust-builder.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
With a wider menu of managed accounts coming in the 401(k) space, advisors must be prepared with a process to determine when more personalized service is a good fit for participants.
From creating goodwill to opening doors to partnership and building pride among employees, wealth firms can spark a virtuous cycle as they work to make a difference.
Congress should amend regulations to ensure access for all, allowing issuers to spend less time with state regulators and more time building better portfolios.
Advisors have had to choose between generic and advisor-specific AI tools, but with only a 20% market saturation, there is room for Wealthbox and others to shift the competitive landscape.
Editorial: InvestmentNews salutes the still-sharp 94-year-old, who has become the touchpoint for so many advisors.
Understanding how portfolio pain hits primitive centers of the brain can help advisors become better psychological coaches.
A half-century after the company quietly launched in Pennsylvania, Jack Bogle's spirit and legacy to investors has stood the test of time.
In contentious cases of arbitration, having a single credible voice speak to both liability and damages can be a significant advantage.
As you work with clients to navigate the current markets, stay grounded in their values and priorities.
