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Fiduciary Institute shapes next-gen advisors with leadership course
The program seeks to build on the vision articulated by industry icon Dick Wagner.
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.
Revealed: The best workplaces for US financial advisors in 2024
With offerings ranging from team-based cultures to flexible work models and personalized career pathways, these wealth firms are standing out in the race for talent.
Merit unveils independent advisor affiliate model
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
‘The fear of AI is overblown’
Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve
Advisors reveal top resolutions for 2024
Bull market provides advisors with breathing room to improve their practices - and get those new year’s resolutions on record.
Why TAMPs are ‘a powerful tool’ for advisors
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
No office, no asset minimum, no problem
Valkyrie Financial's Sarah Paulson wants to help fellow millennials and empower women.
Future challenges for the advice business
Seven industry notables offer their views on what the financial advice business will look like in coming years.
Reeling in clients who like to fish — and hunt, too
Jared Reynolds, co-founder and senior wealth adviser at WR Wealth Planners in Columbia, Missouri, built his passion for fishing and hunting into a booming advisory practice, where prospecting for clients can be exhilarating.
Father and son team build out niche financial planning for family physicians
When a medical doctor became a financial adviser, picking a niche was a no-brainer. Benold Financial Planning tends to the financial health of family doctors.
Pershing Insite 2021 kicks off with practice management lessons
After a brief introduction from Pershing chief executive James Crowley, the event relied on scholar, author and celebrated TED talker Adam Grant to break the ice by helping advisers become better business leaders.
Niche financial planning seen as the next frontier
As fee-based advice becomes a commodity, more RIAs are finding opportunities to target specific types of clients. Niche planning is easier for advisers who are just starting out because it doesn’t mean screening out some existing clients.
Learning to talk ESG with clients
Global ESG Summit takes a deep dive into how advisers and clients can get on the same page when it comes to sustainable investing.
RIA marketing is getting more personal, transparent
New research argues that stock photos on websites present a stale and static image. Clients want to see the real person behind the advice.
What advisers really want from the next in-person conference
More than a year of virtual events highlighted the appeal of quality content, and could change the look and feel of industry events that will now have to balance glitz, content, fees and virtual access.
3 reasons an adviser should have a podcast
Advisers become a part of their listeners' lives when they launch a podcast.
Advisers need focus on growth and relationships, especially now
Business development expert Robyn Crane believes financial advisers need to be taking advantage of this unique time.
The New Normal: More advisers are abandoning traditional offices to work from home
After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites.
In face of pandemic, IBDs proved resilient in 2020
Last year, the 25 largest independent broker-dealers reported $26.6 billion in revenue, an increase of 4.3% from 2019. Although financial results were far from spectacular, growth at leading IBDs last year was resilient in the face of the Covid-19 pandemic and the havoc it caused for the broader stock market.
