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Want to retire happy from an advisory career? Start planning now
65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.
What do clients really want? And what is their biggest dissatisfaction?
Top demands vary between millionaires and the mass market.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Helping debt-ridden physicians thrive
Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.
Keeping retirement planning personal
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
‘Our clients are part of our family’
'We want to work with good people who we enjoy working with,' Larry Sprung says. 'If you don’t pass those criteria, we’re not going to work with you.'
Being a fiduciary is the ‘true professionalization’ of financial advice
Ultimately, fiduciary care is going to drive the RIA space, advisor says.
RIAs face their greatest challenge: The transfer of wealth
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
Most advisors overestimate ability to serve retirement needs of female clients
But are they ready to provide the unique advice that's required?
7 ways to encourage women to pursue financial advisory careers
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
Dentistry, advising, and retiring without a succession plan
When an advisor quits abruptly, clients will do what they feel is in their best interests, and not their advisor’s.
Spotlighting and serving an overlooked segment: The very high net worth
How can registered investment advisors effectively serve this group of clients?
What trends are driving the global high-net-worth and ultra-high-net-worth space?
Report reveals generational and gender divides in wealth outlook, ESG considerations, and appetite for property investment.
Veterinarian clients face high student debt, high suicide rates
‘It’s very much a passion career,’ says advisor whose firm focuses on vets.
Mariner Wealth linked to American Century’s rigged hiring scheme
The companies 'explicitly agreed not to hire or recruit each other’s asset and wealth management professionals,' according to a lawsuit.
‘We want to actually touch people’s lives’
Melissa Joy, founder of Pearl Planning, talks about her passion for educating people about money.
One year later, many clients have forgotten key lessons from the banking crisis
Just as diversifying investments improves risk-adjusted returns, so does diversifying cash.
Deepen your knowledge of charitable strategies to transform your client’s philanthropic journey
Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.
SmartAsset woos growth-focused advisors with new platform
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
Meeting remotely now OK for most clients, and advisors say it helps business
Discouraged by traffic and comfortable in their homes, people are increasingly amenable to Zoom meetings, a survey finds.
