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Over a third of US advisors plan to retire within 10 years
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
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.
Combating January blues so you’re there for your clients
January 15 is Blue Monday, said to be the saddest day of the year, so how are advisors dealing with the winter gloom?
RIAs’ tech wish list for 2024
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
Number of CFPs, those taking credential exam both hit records in 2023
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Financial advisors launch disruptive RIA co-op platform
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
Ensuring video testimonials comply with SEC’s marketing rule
Industry experts give their opinion on new 100%-remote studio solution that creates professional videos for advisors.
3 ways to jump-start your growth in 2024
As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.
Advisors worry about losing independence under DOL contractor rule
'We're small business owners; we’re entrepreneurs,' advisor says. 'I don't know what that would look like if we're suddenly employees of a broker-dealer.'
‘Wall Street South’ beckons financial services firms
Why hedge fund managers, advisory firms and other financial services firms are basking in the sun in Miami.
The younger, the better: Gen Zers are ready for estate planning
Advisors say Gen Zers are more curious and interested in post-death plans than other generations
Unlock your firm’s full potential with the ultimate advisory study
Stay on top of the industry with InvestmentNews’ Advisor Benchmarking Study.
Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
2024 brings plenty of concerns for advisors
Increasing AUM, finding new clients and achieving scale are among the challenges they face this year.
Adding and retaining women on Wall Street are goals for 2024
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
‘My generation is fairly traumatized’
New York City advisor explains why he focused on millennial clients when ‘nobody else would invest in them.’
Rediscovering your passion
The stress and complexity of running a small business can take a toll on financial advisors.
5 ways wealth managers can better serve first-time Black investors
Meeting the needs of emerging Black investors can be accomplished through incremental changes to client council and outreach.
Nearly half of people regret their college majors. Do advisors?
While many wish they went a different route in school, advisors who studied different subjects say they wouldn't change a thing.
