As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.
Financial advisors that rose from humble upbringings to run successful wealth management firms recount their stories.
Farhad Firoozi is the latest in a long line of senior executives Wells Fargo Advisors has hired from rivals.
Shifting regulations, higher client expectations, and navigating growth challenges are just some of the issues confronting independent advisors.
InvestmentNews checks in with some of our favorite wealth managers for firsthand lessons on the benefits of a financial education.
Clients who trust their advisors to always put their interests first are more likely to be loyal, according to research.
The online training program for aspiring financial planners, which has already helped 4,500 alumni, is entering its sixth year.
New research unpacks the top traits clients look for in an advisor, why some advice may leave people dissatisfied, and the factors that fuel trust.
Actively managed ETFs may offer an edge for advisors courting Gen X, millennial, and Gen Z investors, according to Capital Group.
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
Claims of merit miss the point, according Stoy Hall.
Eric Leeper of FP Transitions offers fresh perspective on M&A deals, why buyers are getting more discerning, and how would-be sellers can boost their practice value.
This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve
The financial advice industry has waited for years to see if the wirehouse would embrace RIAs.
President Trump dubbed April 2 as 'Liberation Day' when all his tariff plans will be revealed. Advisors offer their views on the market's latest make-or-break date.
Poll of firms across RIAs, wirehouses, and private banks offers fresh insights around ETFs, alternative investments, and AI adoption.
The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.
Toward the end of last year, UBS said it was redrawing its pay plan for advisors.
JD Power survey finds 27 percent of robo users likely to seek an advisor, creating an opening for traditional wealth firms to unlock a younger market.
"LPL's salespeople are all over the place," said one senior industry executive.
