Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
‘There's a real value for an advisor to help them understand what's really important to them,’ Vestia CEO says.
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
Poll of 750 high-net-worth advisors finds clients’ need for cash management could be a competitive edge and a relationship touch point.
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
Advisors caution professional athletes to hire teams and give associates limited access to their accounts.
‘I truly think a lot of advisors end up missing that relationship management,’ a financial planner says.
Those who meet these needs are better placed to lower client churn.
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
Study conducted by Janus Henderson Investors and the Financial Planning Association suggests six keys to practice success.
65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.
Top demands vary between millionaires and the mass market.
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
'We want to work with good people who we enjoy working with,' Larry Sprung says. 'If you don’t pass those criteria, we’re not going to work with you.'
