Beyond tax efficiency, planning around charity creates touchpoints to help clients express their values, engage the next generation, and leave a more profound and personal impression on the world.
Protecting against the near-certainty of deteriorating health, along with risks of family infighting and portfolio drawdowns, can help advisors create more resilient plans.
For advisors weighing a move, access is no longer the question. The decision is whether to build a firm or join one.
Despite headlines around borrowers missing payments and fraud behind the scenes, fund managers and advisors should be more wary of the system being rewired around a new base of investors.
From regulators to portfolio managers, risk teams, and customers, the whole financial ecosystem has a stake in ensuring AI models don't operate as unchecked black boxes.
As cracks form around strategies based on financial engineering, the RIA industry's future sustainability will depend more on trust and enduring relationships.
As the broad ecosystem of wealth technology reaches a new maturation point, the industry must once again face up to the challenge of connecting and coordinating capabilities.
Including spouses and families in complex planning conversations is a simple yet powerful pathway towards creating clients for life.
Bruce Kelly analyzes new 'bad broker' report and concludes that the states' insurance commissioners need a better brand of bug spray.
The next generation of leaders are technically capable, but lack of intentionality in cultivating business development and operational skills leaves them at risk of falling short.
The firm can win back the trust it lost due to a recent SEC order – as long as it does the right thing.
As a tipping point in female leadership approaches, advisors who embody empathy, authenticity, and partnership are poised to help shape a brighter future for the industry.
Getting re-educated on their long-term savings potential, their clear distinction from target date funds, and synergistic effects with retirement income solutions is a must for future-focused planners and fiduciary advisors.
While there's no shortage of talent to be tapped, firms must pave the way for their success by investing in essential skills for the future.
With just two-fifths of advisors seeing a clear professional trajectory at their firms, RIAs must take intentional steps to ensure client continuity and effective succession planning.
Rather than product pushing and hard selling, the advisors of tomorrow must earn female clients' trust by opening relationships and collaborating to understand their vision.
The leadership styles of women executives speak loud volumes about workforce change, as well as what they expect from a financial advisor.
Many advisors compete on products or prices, but that’s not enough to attract the best clients. They don't just sell – they show.
Even amid a fiercely competitive climate of consolidation, RIA leaders are coming to realize the real advantages of collaboration and sharing for the whole industry.
With the case for female leadership in business getting stronger across the board, advisors must seize the opportunity to reframe their relevance and build human-centered practices.
