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Everyone wants NextGen advisors. Why can’t they find any?
One of the main drivers creating the need for firms to implement a succession plan is the staggering wealth transfer that's on the horizon.
Raymond James has given its independence transition suite an uplift
The enhanced service gives a more tailored support offering to advisors.
Shining a spotlight on financial well-being
Advisors say January is the perfect time to check in with clients about their financial health and goals.
T3 report highlights top tech for advisors
Here are the fintech tools advisors are using, from CRMs to video conferencing.
Prospera launches family office program to serve UHNW clients
New solution responds to advisor demand for family office services.
Bad tech is bad for advisors’ business
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
Be the doctor, not the pharmacist
Your job is to build deep trust with prospects, and that comes from their feeling you understand their issues at a deep level.
Advisors see giving surge in late 2023 extending into 2024
Schwab Charitable says donors granted more than $6.1 billion to charity in 2023, a year-over-year increase of 31 percent.
How can advisors cut through in the digital marketing jungle?
Key takeaways from analysis of 10,000 advisors’ marketing campaigns revealed.
Performance-based fees gaining ground among advisors, study says
But advisors say traditional AUM fees are still the primary model.
Rate your financial planning softwares and CRM platforms
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
CogniCor launches AI-enabled digital assistants for wealth management, insurance
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
You owe your clients a succession plan
It still seems that most aging independent advisors don’t sell their practice or retire; instead, they simply reduce their workload and 'retire in place.'
How to court Gen Z investors with intelligent automation
Affluent clients want better digital capabilities and personalized offerings, so a super-charged digital business transformation has huge benefits.
Over a third of US advisors plan to retire within 10 years
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
Advisors are upbeat on the market outlook for coming year
Recent InvestmentNews survey shows sectors where advisors plan to increase investments include actively managed ETFs and US fixed income.
Combating January blues so you’re there for your clients
January 15 is Blue Monday, said to be the saddest day of the year, so how are advisors dealing with the winter gloom?
RIAs’ tech wish list for 2024
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
Number of CFPs, those taking credential exam both hit records in 2023
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
