65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.
Top demands vary between millionaires and the mass market.
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
'We want to work with good people who we enjoy working with,' Larry Sprung says. 'If you don’t pass those criteria, we’re not going to work with you.'
Ultimately, fiduciary care is going to drive the RIA space, advisor says.
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
But are they ready to provide the unique advice that's required?
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
When an advisor quits abruptly, clients will do what they feel is in their best interests, and not their advisor’s.
How can registered investment advisors effectively serve this group of clients?
Report reveals generational and gender divides in wealth outlook, ESG considerations, and appetite for property investment.
‘It’s very much a passion career,’ says advisor whose firm focuses on vets.
The companies 'explicitly agreed not to hire or recruit each other’s asset and wealth management professionals,' according to a lawsuit.
Melissa Joy, founder of Pearl Planning, talks about her passion for educating people about money.
Just as diversifying investments improves risk-adjusted returns, so does diversifying cash.
Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
Discouraged by traffic and comfortable in their homes, people are increasingly amenable to Zoom meetings, a survey finds.
