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Advisors are upbeat on the market outlook for coming year
Recent InvestmentNews survey shows sectors where advisors plan to increase investments include actively managed ETFs and US fixed income.
Q3 advisor moves down 18.9% from year before
The recruiting data show advisors' preference for operating under independent models.
Why the future looks bright for ETFs
The investment vehicle continues on the road to becoming a widely accepted and trusted core portfolio building block.
Advisor movement declines 16.6% over first half
The total of 6,757 advisors moving between advisory and brokerage firms in the first half is the lowest level seen in the data, which go back to 2009.
Advisor movement continues to slow, but there’s a bright spot
Despite the broader slowdown in recruiting over the first three months of the year, the RIA and independent broker-dealer channels have continued to bring on experienced advisors at a steady pace.
For millennials, first step to financial security is a doozy
Those crafting financial plans for first-time homebuyers should temper client expectations and help keep the purchase in perspective.
Uncovering the nuances to the headline trends of our industry
As InvestmentNews opens its annual benchmarking survey for this year, we will be looking to the data for clues on inflation’s impact on wages and how it has translated to advisory practices.
Are financial advisors recession-proof?
What the numbers say about advisory jobs in a potential downturn, according to an InvestmentNews Research analysis of Bureau of Labor Statistics data.
Recruiting takes a hit in 2022, with moves down 5.3% from 2021
On net, the RIA channel gained 1,097 advisors and independent broker-dealers gained 923, while 1,291 advisors on net left wirehouses.
Recruiting slows in Q3, with moves down 4.4% vs. 2021
High inflation, poor market returns, rising interest rates and their anticipated impact on the economy may have advisers staying put.
Advisers to fill portfolio chinks with fixed income and alts
While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.
Recruiting slowed in the first half while M&A soared
Volatile markets may be holding recruiting activity back from its breakneck pre-pandemic pace but mergers and acquisitions have more than rebounded from the 2020 low.
‘Following the money’ not so easy in a world of remote work
Remote work could be a double-edged sword for advisers in cities poised for growth in population and wealth, providing a local opportunity on one hand, but new competition from virtual advisers on the other.
Pursuing what matters most when you go independent
The trend of breaking away seems to have intensified a year after most employee-advisers were suddenly left without the resources or supervision of daily office life.
How are firms withstanding the Great Resignation?
Best Places to Work firms score high marks from employees when it comes to their firm's clarity about its long-term plans; Best Places firms are also more proactive in developing employee talent and rewarding contributions.
The industry must expand its search for diverse talent
The industry will need to continue to broaden its search for talent and bring in professionals of diverse backgrounds.
The fee-only model is scaling up fast, creating more mega RIAs
The rise of $1-billion-plus mega RIAs in the space, fed by an influx of private capital and deal-making, is a further sign of the business model’s maturity.
Fee-only RIA firms are growing at a healthy clip
The total number of advisory firms with a fee-only model has risen 20% since 2019, according to an analysis of the latest data from the SEC.
Don’t miss the chance to measure your firm
Participate in IN’s Adviser Benchmarking survey to get key insights on staffing, compensation, pricing and performance.
Cryptocurrency nears adviser tipping point as players pile in
Regulatory uncertainty and lack of access to familiar investment vehicles currently keep most advisers on the sidelines, but a study finds 44% expect to be working with cryptocurrencies within five years.
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