Displaying 8976 results
‘To stand out, I needed to innovate’
Katz moved beyond cold calls to cultivate relationships with influential figures like sports agents and estate attorneys, thus broadening his network significantly.
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
There’s a generational divide in managing rising concern about financial future
Envestnet survey reveals need for blend of technology and human advisor insights.
RIAs are hiring, but most are also investing in existing staff, Schwab finds
Three-quarters of RIAs surveyed now offer remote work arrangements, and professional development is increasingly cited as a top initiative.
Advisor focuses on getting ‘a return on life’
Many wealth management firms lean toward alternatives, but what really separates Taylor Kovar from the pack is his firm’s approach to relationships.
Use your age as an asset when prospecting – no matter what age you are
As you get closer to retirement, you learn that, when you're meeting with a new client, your age can become a little tricky.
The illusory recession: Why advisors should ignore headline noise
Predictions of an impending recession stirred concerns, but the U.S. economy has displayed remarkable resilience.
Wells Fargo’s indy group, FiNet, bumps up fee for big advisors
What's not clear is how many FiNet advisors will feel the sting of the fee increase.
Donor-advised funds underpin growth in charitable giving
Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.
Popcorn, pie and cocoa: Advisors weigh in on holiday gift giving
Some wealth managers simply don't see a holiday card to clients as being sufficient to show their appreciation. They want to give something more.
Charitable giving is a win-win for advisors
Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.
Thinking of going independent? How smaller RIAs can win despite disruptive tech
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.
Shut up and take our money, investors say about financial advice
Demand for paid financial advice is at a high level and rising, survey data show.
Preparing clients for the possibility of cognitive decline
Advisors highlight strategies to ensure that clients are ready and help those battling the disease.
Advisors using alternatives still a minority despite business case, says Fuse
Adoption of emerging structures such as interval funds and BDCs remains low.
Young advisors welcome AI, but regulatory concerns restrict its use
'We all have too much to lose in reputation,' warns one CEO. 'It’s not worth it.'
Holistic wealth management starts with transition services
Attending to advisor well-being, starting with onboarding, helps advisors weather the inevitable storms that come with managing other people’s money in an unpredictable world.
Intelligent charitable planning: The next big thing in wealth
Advisors, employers and DAFs can make everyone a philanthropist.
One-third of female advisors may quit in next 12 months, feeling unsupported
Carson Group report reveals how culture changes are required to move the needle on gender diversity.
Envestnet rides boom in model portfolios
The firm's platform offers around 2,000 customized products from some 150 asset managers, tapping into rising demand for bespoke portfolios.
