Grant Webster, lead adviser, Dowling and Yahnke, Class of 2019 "The average age of financial advisers will finally fall below the age of 50."
Taylor Schulte, founder, Define Financial, Class of 2016 "Within five years, the industry will become a profession. High-value/high-touch planners in this new professional environment will not experience fee compression. And the 1% AUM fee isn't around anymore."
Julia M. Carlson, founder and CEO Financial Freedom Wealth Management Group, Class of 2014 "I will have a subscription model to serve entrepreneurs and freelancers nationwide."
Kate Hammer, director of development and communications, Foundation for Financial Planning. Class of 2018 "The next generation of the financial advice profession will embrace pro bono work as an integral aspect of their business."
"The solo adviser business model will continue to shrink as a percentage of total financial advisers. And teams and ensembles will continue to grow."
—Anonymous
"Therapy will be a part of most financial planning processes."
—Anonymous
"Amazon, Google or Apple will enter the financial services market."
—Anonymous
"The next recession will cause more consolidation in the industry and more advisers will retire."
—Anonymous
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
New Escalent research finds younger, more diverse DC plan participants are open to rollovers - but increasingly prefer outside firms.
UBS finds millionaire investors are more optimistic than before 2024 but are actively repositioning portfolios ahead of November 3.
Auto-enrollment has landed for 60 million children, but Baird planning director says key questions on rollovers and Roth conversions remain open.
Learn why DC plan advisors are considering private assets to help fund decades-long retirements
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
