Advisors have a new tool to ease family wealth transitions while solidifying relationships with next-gen clients. …
Tag: Practice and client management
How new RIAs can do lead gen and get organic growth
This is the 10th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
AARP launches Dementia Hub to help financial advisors
Financial advisors and wealth management firms have new resources from AARP designed to help them prepare…
The highs and lows of having pro athletes as clients
Sheldon Day knows better than most the pressures professional athletes can face in their financial lives.…
J.D. Power’s 2025 financial advisor satisfaction rankings
One of the most closely watched report cards in the fight to recruit and retain financial…
How should new RIAs choose a tech stack
This is the ninth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Federal retirements hit new highs as advisors brace for more
A sharp rise in federal retirements, coupled with an expected wave of more government layoffs, is…
Betterment: Majority of Gen Z uses AI for financial advice
Can generative AI fill the role of a financial planner? For advisors and investors alike, it’s…
Psychedelic-assisted therapy and financial planning
Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some people…
How financial advisors should pick an RIA custodian
This is the eighth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Why financial advisors chase certifications clients ignore
When it comes to professional certifications, there’s no shortage of niche options for financial advisors eager…
EBRI: High-earning Black Americans save less for retirement
For many Black Americans, even high-paying jobs aren’t enough to close the retirement savings gap with…
Should financial advisors be brokers, RIAs or both?
This is the seventh installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
How advisors can reduce estate planning conflicts in 4 steps
Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack of…
How to work with racial justice focused municipal bonds
One of the things many investors enjoy about municipal bonds is that they can see the…
3 insights for financial advisors serving LGBTQ clients
When it comes to financial planning, no two clients are the same. Financial advisors say that’s…
How can advisors guide overspending retirees
While financial advisors are happy to guide clients to a comfortable and enjoyable retirement, some wind…
Morningstar conference keynotes focus on financial advisors
The rise of private investments, boosting access to advice, succession planning and serving clients who are…
Study: Vast majority of advisory owners lack succession plan
A new study highlights a significant flaw in wealth management firms’ recruitment and development strategies for…
How to reassure clients during market turbulence
On my first day in production as a young stockbroker, the Dow Jones Industrial Average closed…
How financial advisors can build a brand
Financial advisors face challenges with marketing their brands effectively, but experts say simple strategies can grow…
Online course to support clients with addiction
A trailblazing online course to train financial advisors on how to assist clients with addiction and…