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Our responsibility to improve the reputation of our profession
Financial advisors labor against an industrywide reputation that’s as poor as that of the legal profession, which means that far too many people who could use our help don't trust us.
Firms need to address consumer preferences
There's a disconnect between what what clients are looking for and what advisory firms are providing, according to a Herbers & Co. study.
The latest in financial #AdvisorTech — October 2023
This month’s highlights include Altruist’s elimination of its monthly fee, Holistiplan’s investment from Lead Edge Capital, and FMG Suite’s acquisition of MyRepChat.
Making a positive impact on your clients and your team
The co-founder of Mission Wealth shares ways to develop relationships with clients and colleagues at Advisor Insights Lab.
There’s more to the advisory business than just managing money
Bruce Ensrud of Parable Wealth talks about his firm’s growth, aspirations ahead of the Advisor Insights Lab.
Savant boosts advisors’ 401(k) management with Pontera partnership
RIA hails 'significant operation improvements' from fintech platform.
David Kowach’s &Partners starts hiring advisors
The new firm picks up advisors from Edward Jones and Wells Fargo.
Consumers with CFPs live better lives, study finds
A report from the Financial Planning Standards Board finds that clients of CFPs have enriched trust and more confidence about their finances.
Cetera to offer Avantax advisors slim bonuses to none at all
Meanwhile, Cetera's owner Genstar is reinvesting in the firm.
Parent of Sigma Financial rebrands as Axtella
The company formerly known as SPS Family also owns Parkland Securities and RIA Sigma Planning.
Hightower announces layoffs after summer of deals
The cutbacks affecting roughly 5% of its employees are aimed at ensuring the long-term success of its business, Hightower says.
Independent alpha: Making the breakaway math add up
Advisors who make the move to independence are forgoing massive recruitment bonuses. How can they justify this leap?
Go big or go boutique?
Here are questions financial advisors should consider before making a move.
Advisors increasingly rely on home office models, survey says
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
Portals are good for clients and for you, FPA study reveals
Financial planners and the right tech can be a powerful combination.
Morgan Stanley raising pay hurdle for its financial advisors in 2024
'It's a tug of war. The firms want to keep more revenue, and the financial advisors want to do the same,' an industry recruiter says.
Diverse clients need one thing more than anything from financial institutions
But many wealth professionals believe it is not being delivered.
Recent IPO wave has advisors talking tech, venture capital with clients
IPOs like Instacart, Klaviyo and Arm Holdings may be struggling to sustain their post-debut gains, but they're still sparking conversations between advisors and clients.
Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
FPA taps Wealth Enhancement Group’s Brahim as president-elect
Brahim's 'leadership has been felt at all levels of the association,' says the 2023 FPA president, James Lee.
