Practice Management

Displaying 9357 results
Taylor Matthews on what's behind Farther's rapid growth
PRACTICE MANAGEMENT JAN 29, 2025
Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

By Manal Ali
RIAs name their top technologies as Wall Street watches earnings, AI battle
PRACTICE MANAGEMENT JAN 27, 2025
RIAs name their top technologies as Wall Street watches earnings, AI battle

Wall Street analysts are focusing on earnings and AI this week. But RIAs never stop assessing new technologies.

By Gregg Greenberg
Poll reveals trust trumps performance in investor-advisor relationships
PRACTICE MANAGEMENT JAN 22, 2025
Poll reveals trust trumps performance in investor-advisor relationships

Survey of 1,000 US investors shows how financial goals, accurate communications, and other elements can make – or break – connections.

By Leo Almazora
How the California wildfires have sparked charitable conversations
PRACTICE MANAGEMENT JAN 22, 2025
How the California wildfires have sparked charitable conversations

With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most meaningful impact.

By Leo Almazora
LPL doubles down on advisor growth with digital platform boost
FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

By Leo Almazora
It’s a seller’s market for RIAs in 2025, report says
RIA NEWS JAN 21, 2025
It’s a seller’s market for RIAs in 2025, report says

Private equity money is contributing to the good times for RIA owners.

By Bruce Kelly
SEC rules RIAs need to keep in mind in 2025
PRACTICE MANAGEMENT JAN 21, 2025
SEC rules RIAs need to keep in mind in 2025

Experts say RIAs better keep a close eye on their communications, as well as cybersecurity, in the coming year.

By Gregg Greenberg
AI insights survey exposes split between RIAs and enterprise advisors
RIA NEWS JAN 17, 2025
AI insights survey exposes split between RIAs and enterprise advisors

Envestnet data reveal shared focus on product underperformance and tax optimization, with differing priorities on fees.

By Leo Almazora
Referrals may not be the practice builders they once were
PRACTICE MANAGEMENT JAN 17, 2025
Referrals may not be the practice builders they once were

Younger generations are increasingly hiring advisors based on digital marketing rather than referrals, a recent study found.

By Gregg Greenberg
Retiring wealth managers keeping M&A market hot, study shows
PRACTICE MANAGEMENT JAN 15, 2025
Retiring wealth managers keeping M&A market hot, study shows

A massive retirement wave is hitting the financial advisor industry and that's causing RIA valuations, and anxiety, to rise.

By Gregg Greenberg
What advisors and wealth firms should know about AI in 2025
FINTECH JAN 14, 2025
What advisors and wealth firms should know about AI in 2025

As cautious optimism builds around generative AI, the industry must take a more strategic approach to adoption, the head of client and advisor digital enablement at Broadridge said.

By Leo Almazora
Wealth managers planning to add to ranks in 2025
PRACTICE MANAGEMENT JAN 10, 2025
Wealth managers planning to add to ranks in 2025

America added more jobs than expected in December. Likewise, RIA firms plan to step up hiring in the coming months.

By Gregg Greenberg
How can advisors ‘elevate’ the client experience?
PRACTICE MANAGEMENT JAN 03, 2025
How can advisors ‘elevate’ the client experience?

"Any of the client experiences beyond regular meetings should be complimentary of roles that the advisors are taking in our client’s lives."

By Josh Welsh
Advisors share their New Year's resolutions for 2025
PRACTICE MANAGEMENT JAN 02, 2025
Advisors share their New Year's resolutions for 2025

Advisors want to eat better and exercise more, but they also want to improve their practices.

By Gregg Greenberg
Three key trends that will drive advisors' planning in 2025
PRACTICE MANAGEMENT DEC 20, 2024
Three key trends that will drive advisors' planning in 2025

AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors in the new year.

By Josh Welsh
How advisors can help clients navigate a divorce during the holidays
RIA NEWS DEC 19, 2024
How advisors can help clients navigate a divorce during the holidays

Divorce during the holidays is tough enough. Financial advisors can help their clients make it easier.

By Gregg Greenberg
PE-backed Mariner taps Catchlight to rev up organic growth
FINTECH DEC 18, 2024
PE-backed Mariner taps Catchlight to rev up organic growth

The advisory giant supported by Neuberger Berman is tapping the AI-powered fintech's capabilities to boost digital marketing, partner referral, and prospecting efforts.

By Leo Almazora
Why do advisors stumble when planning their exit?
PRACTICE MANAGEMENT DEC 18, 2024
Why do advisors stumble when planning their exit?

CEO of Stratos Wealth highlights common mistakes – and how to avoid them.

By Chris Davis
How to drive organic growth for your wealth management practice in 2025
PRACTICE MANAGEMENT DEC 17, 2024
How to drive organic growth for your wealth management practice in 2025

Why the key to growing your practice is not about market performance.

By Steve Randall
Snowden Lane unveils exit planning program for senior advisors
RIA NEWS DEC 16, 2024
Snowden Lane unveils exit planning program for senior advisors

The independent RIA's new initiative helps retiring advisors monetize their practices while helping ensure a smooth handoff to the next generation.

By Leo Almazora