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30 percent of management’s time should focus on organic growth, Duran says
Entrepreneur kicks off InvestmentNews’ RIA Activate with message to business leaders before industry executives discuss how to attract NextGen advisors.
How advisors can become forward-thinking on taxes
'Clients tend to care more about saving on taxes than maximizing their returns,' an advisor says.
Fiduciary Institute shapes next-gen advisors with leadership course
The program seeks to build on the vision articulated by industry icon Dick Wagner.
Householder Group expands its matchmaker succession program
Arizona-based wealth firm is helping more retiring advisors connect with successors.
The next big challenge advisors face
'This war of human capital isn't going to get better, it's going to get worse in my opinion,' RIA exec says.
Advisors demanding more from asset managers than just latest fund
'We see asset managers having to provide more services, technology support, education to remain relevant and ultimately provide a better partnership to advisors,' a BNY Mellon exec says.
CFP Board sees record participation at March exam
The community of certified financial planners is closing in on a milestone.
Virtual course for financial planners enters its fifth year
With 700 people already on the wait list, the online program to train aspiring college students and new advisors is now open for registration.
The upcoming succession crisis
Succession concerns can be addressed by placing more focus on developing the next generation of advisors.
Taking care of business with spring cleaning
From portfolio reviews to tidying up client accounts, advisors share what they're cleaning up this spring.
Keeping families together
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
The paradox of rising markets
Winning new assets should be a core discipline for both wealth and asset managers, even if market gains are boosting their AUM without the hassles of marketing, advertising, or sales.
A broad asset allocation with a commitment to client care
Advisor believes that market has an upward bias and that this is the best situation he’s seen in almost five decades
Constantly evolving to best serve clients
Jordan Mayer subscribes to the adapt-or-die mantra – and believes this relentless commitment to improvement sets J.P. Morgan apart
A risky career for show biz clients
‘Save first and then establish ... lifestyle second,’ advisor tells her clients in the entertainment industry
Leveraging real-time insights for business owners
Advisor puts his faith in custom reporting and real-time data
‘The best is yet to come’ for AI
Broadridge survey finds 75 percent of firms are confident about their tech offerings.
The undeniable value of niche advising
If you want to grow your advisory practice, don't try to be all things to all people. Specialize in a few areas and build your own niche.
More fee-for-service models, please!
Axtella executive says the advice industry faces challenges in connecting with younger clients.
Ways to network better with CPAs
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
