The independent RIA's new initiative helps retiring advisors monetize their practices while helping ensure a smooth handoff to the next generation.
"If the next gen can place themselves in the right firm and are patient enough, they're going to build a really nice business," one advisor said.
CEO says that the 'basis points tax' is killing firms’ bottom line.
Financial advisors who come to the profession later in life have experiences that can help them connect with clients, said the founder of a group that trains career changers.
Sound Income Group founder David Scranton offers strategies from his new book to help advisors increase their AUM.
The number of CFA test takers has dropped, yet wealth managers still seek out the designation when hiring.
Veteran financial advisor and bestselling author David Scranton offers income-generation strategies for those near or in retirement.
Experts say the best way to participate is through education, appreciated stocks, and IRAs.
Technology, the election, and concentration of some of the biggest stocks provided lessons, advisors said. There was a lot to learn in 2024.
“If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at risk,” Vanilla's CEO said.
Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.
“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”
RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.
Passing down a financial advisory practice to a family member is not always smooth, and requires a lot of hard work upfront.
How financial planner is taking advantage of interest rate trends without taking undue investment risk.
Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.
"There's no better way than having true financial alignment through equity partnership," one CEO said.
Wealth managers weigh in on trends in charitable giving this holiday season.
Panelists at RIA Activate California share insights to help firms future proof their business for next-gen talent.
Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.
