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Explore four opportunities to elevate advisor-client relationships
PRACTICE MANAGEMENT OCT 03, 2024
Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success

Client engagement strategies, growth and retention in the down markets
PRACTICE MANAGEMENT OCT 03, 2024
Client engagement strategies, growth and retention in the down markets

Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market

Leading through innovation – with Tom Ruggie of Destiny Wealth Partners
RIAS OCT 03, 2024
Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

Osaic boosting advisor skills with new academy launch
BROKER DEALERS OCT 03, 2024
Osaic boosting advisor skills with new academy launch

The PE-backed wealth platform is helping affiliated financial professionals advance their people and practice skills through the virtual and in-person program.

High-earning millennials 'don't know what to do with their money'
PRACTICE MANAGEMENT OCT 02, 2024
High-earning millennials 'don't know what to do with their money'

Advisor talks about how he saw an opportunity to leverage his youth and familiarity with the next generation, some of whom are earning up to $300,000 a month.

Franklin expands Envestnet partnership into custom indexing solutions
FINTECH OCT 02, 2024
Franklin expands Envestnet partnership into custom indexing solutions

The asset management giant is helping advisors to the mass affluent fine-tune their investments with SMA capabilities.

Rossby adds Seeds to its wealth tech ecosystem
RIAS OCT 02, 2024
Rossby adds Seeds to its wealth tech ecosystem

The young and fast-growing RIA's latest partnership aims to help affiliated advisors tackle the portfolio personalization challenge.

RIAs need to stay innovative to ensure growth: Schwab
PRACTICE MANAGEMENT OCT 02, 2024
RIAs need to stay innovative to ensure growth: Schwab

Next gen clients want less investment advice, more financial literacy and planning, advisors say

Hurricane Helene: Advisors should be the "voice of support and reason"
PRACTICE MANAGEMENT OCT 01, 2024
Hurricane Helene: Advisors should be the "voice of support and reason"

After deadly storm ravages North Carolina, shocked advisors talk about helping clients with home damage, emotional trauma and ways to be prepared.

$37B RIA Beacon Pointe gets bigger with bicoastal deals
RIAS OCT 01, 2024
$37B RIA Beacon Pointe gets bigger with bicoastal deals

The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.

Wealth managers discuss their hiring needs
PRACTICE MANAGEMENT SEP 30, 2024
Wealth managers discuss their hiring needs

As the market awaits the release of the September jobs report, financial advisors weigh in on Wall Street's employment woes.

Are advisors falling short on tax planning strategies?
PRACTICE MANAGEMENT SEP 30, 2024
Are advisors falling short on tax planning strategies?

A new poll of service offerings across advisor segments hints at a glaring gap for one critical client cohort.

Altruist rolls out modern fixed-income trading tool for RIAs
RIAS SEP 30, 2024
Altruist rolls out modern fixed-income trading tool for RIAs

The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.

Building trust has been key to exponential growth
PRACTICE MANAGEMENT SEP 27, 2024
Building trust has been key to exponential growth

Commitment to transparency, which was vital during the financial crisis, has propelled firm’s success.

Fiduciary duty informs everything we do, says retirement specialist
PRACTICE MANAGEMENT SEP 27, 2024
Fiduciary duty informs everything we do, says retirement specialist

Advisor's process is designed to ensure everything from due diligence to fiduciary liability insurance is properly in place.

Wealth tech firm RISR strikes partnership with GVA
RIAS SEP 27, 2024
Wealth tech firm RISR strikes partnership with GVA

The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.

Is your client selling their business? Dynasty Financial study digs into exits and advisors
RETIREMENT PLANNING SEP 26, 2024
Is your client selling their business? Dynasty Financial study digs into exits and advisors

A trio of advisors discuss their replies to a new survey on business sales by Dynasty Financial.

Younger HNWIs love AI – and they want advisors on board
FINTECH SEP 25, 2024
Younger HNWIs love AI – and they want advisors on board

Poll reveals four-fifths of younger affluent investors want their advisors to use AI tools, and a third would consider firing non-adopters.

Asset-allocation model portfolios poised to become a $2.9T business by 2026
PRACTICE MANAGEMENT SEP 25, 2024
Asset-allocation model portfolios poised to become a $2.9T business by 2026

Anticipated rise in advisors' model use offers an opportunity for asset managers, says Cerulli.

Envestnet shareholders OK Bain Capital acquisition
FINTECH SEP 25, 2024
Envestnet shareholders OK Bain Capital acquisition

The deal to take the $6.2T wealth tech platform private is pushing through with virtually unanimous approval.