Advisor puts his faith in custom reporting and real-time data
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
If you want to grow your advisory practice, don't try to be all things to all people. Specialize in a few areas and build your own niche.
Axtella executive says the advice industry faces challenges in connecting with younger clients.
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
Firms tap into educational programs to recruit and retain next-gen talent.
Targeting a group who could turn into financial advisors' clients is a dubious marketing strategy, executives said.
'Creating the right culture is critical, and making sure that we're not only attracting the right talent, but retaining that talent,' an advisor says.
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
Athletes face two retirements, advisor says, and that can entail additional career plans and expenses.
Research shows upticks across subscription and one-time payment models amid investors’ growing appreciation for financial advice.
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.
