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Big-name affiliation a big deal for the affluent: Cerulli
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
The trouble with athletes retiring
Athletes face two retirements, advisor says, and that can entail additional career plans and expenses.
Fees for financial planning are on the rise: AdvicePay
Research shows upticks across subscription and one-time payment models amid investors’ growing appreciation for financial advice.
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
Advisors can serve as doctors’ ‘objective voice’
‘There's a real value for an advisor to help them understand what's really important to them,’ Vestia CEO says.
Building wealth with nourishing advice
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
When does proprietary tech make sense for RIAs?
Joint research by F2 Strategy and Dynasty Financial explores trade-offs between in-house, all-in-one solutions, or custodial-dependent models
Are advisors seeing only the tip of the cash iceberg?
Poll of 750 high-net-worth advisors finds clients’ need for cash management could be a competitive edge and a relationship touch point.
RIAs are becoming ‘common knowledge’
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Gen Z will need help – are you ready?
The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.
The Ohtani situation is a reminder about athletes and money
Advisors caution professional athletes to hire teams and give associates limited access to their accounts.
Clients are leaving advisors for better advice (and relationships)
‘I truly think a lot of advisors end up missing that relationship management,’ a financial planner says.
These are the top two reasons why affluent clients decide to change advisors
Those who meet these needs are better placed to lower client churn.
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
RIA industry is slow to ‘capture more clients,’ EP Wealth CEO says
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
What does it take to grow organically in the wealth arena?
Study conducted by Janus Henderson Investors and the Financial Planning Association suggests six keys to practice success.
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.
