There's been lots of talk from retiring advisors about succession challenges. Well, the next generation of advisors has a few things to say as well.
Kristy Smith from Broadridge says advisors who can't adapt risk being left behind.
Wealth managers weigh in on the best ways to access AI tools to increase office productivity.
Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.
"We introduced a program that solves for clients, staff, and the valuation needs of our advisors ... We're protecting the thing that makes our advisors special – that entrepreneurial spirit, that local flavor," Jeremy Holly, LPL's EVP of Business & Lifecycle Solutions, said.
FSI, IRI, and NAIFA argue the New Jersey Department of Labor's push to modify the ABC test for independent contractors would burden thousands of financial professionals.
Report says that historic high margins were not matched by client acquisition
Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.
Wealth managers are using the Tesla CEO's multi-billion dollar package to educate clients on windfalls and option-based pay strategies.
Fiduciary Family Office founder and CEO Kathleen Grace argues mounting growth pressures from PE investors pose risks to advisors' autonomy and client service.
Nearly half say they question financial information on the web at least five times monthly, and two-thirds are taking longer vetting than five years ago.
The bank's new training initiative aims to add hundreds of advisors as it expands its mass-affluent advice unit, according to Barron's.
Wealth managers weigh in on their alternative asset allocations, as well as name their favorite private market investments.
Also, Nitrogen has added Indivisible Partners to its integration network, while Wealthtender unveiled an AI-focused update to help boost advisors' online presence.
More financial advisors are seeking to expand outside America's financial hubs as technology improves and populations shift.
Data from the Investment Adviser Association's 2025 industry snapshot show more than nine-tenths of firms charging fees based on assets, though just 17% use that compensation scheme alone.
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
New report reveals growing power of this cohort of almost 2 million households.
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
Denver based firm has been bolstering its senior leadership team in recent months.
