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EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
Next-gen advisors ‘demanding more ownership’ of their firms
Firm ownership and flexibility in the workplace among strategies advisors may want to consider to retain key talent.
Demographic time bomb set to hit financial advice industry
The country’s advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most.
Helping clients prepare for a gray divorce
With less time to rebuild their nest egg, weather volatile markets, or work longer, older couples are at financial risk and need expert advice.
Dynasty Financial taps industry veteran Tim Oden
The platform continues to elevate its appeal to RIAs with the appointment of the longtime Schwab executive.
Why military spouses are the ideal solution for advisors seeking legal help
Unemployment is below 4 percent, but the rate for military spouses is 21 percent, with more than 90 percent of them being women.
Tapping into the wealth of minority communities
For many savvy advisors, especially those who are minorities themselves, minority communities offer huge potential.
Don’t be in a rush to discount your fees
If an advisor greatly discounts or gives away his services, clients will discount that advice as well.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
Helping clients through divorce is the ‘most rewarding feeling’
A focus on divorce is a 'highly needed area,' advisor says.
On a mission to make the advisory industry more female-friendly
‘Women are like an afterthought in the industry’, says Cary Carbonaro, of Advisors Capital Management
Ethical decision-making underpins CapWealth approach
‘Sometimes the best thing you could do is talk somebody out of trading a security,’ says Tim Pagliara, of CapWealth.
How does the work and pay picture look for financial professionals?
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
How advisors are maintaining a healthy heart
In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.
What advisors should consider before participating in awards season
Look at the award from the point of view of your clients and prospects before accepting.
Edward Jones leads the way in adding CFPs
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
‘I feel like I’m in my genius zone’
Sibyl Slade, of IntegriVest Wealth Advisors, targets the wealth gap with a specific audience.
Succession planning platform Capitaliz names North America president
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
Sometimes it takes a financial advisor to bring a couple together
A new report shows nearly a third of couples surveyed only 'somewhat agree' that they share the same financial goals.
Orion broadens access to high-net-worth investment strategies
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
