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30 percent of management's time should focus on organic growth, Duran says
RIAS APR 16, 2024
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
PRACTICE MANAGEMENT APR 16, 2024
How advisors can become forward-thinking on taxes

'Clients tend to care more about saving on taxes than maximizing their returns,' an advisor says.

Workers deserve better on benefits, tech firm says
RETIREMENT PLANNING APR 16, 2024
Workers deserve better on benefits, tech firm says

Amid concerns on health care costs and retirement savings, report questions status quo approach of offering more education and benefits.

Fiduciary Institute shapes next-gen advisors with leadership course
PRACTICE MANAGEMENT APR 16, 2024
Fiduciary Institute shapes next-gen advisors with leadership course

The program seeks to build on the vision articulated by industry icon Dick Wagner.

Tifin taps former LPL exec to serve as president
FINTECH APR 16, 2024
Tifin taps former LPL exec to serve as president

The AI-driven fintech has hired LPL’s former head of wealth management solutions to lead revenue growth and build key partnerships.

Women's retirement outlook improving but headwinds persist: GSAM
RETIREMENT PLANNING APR 16, 2024
Women's retirement outlook improving but headwinds persist: GSAM

Advisors need to personalize approach beyond saving more, earlier, and investing.

BlackRock executive joins investment technology firm SimCorp
FINTECH APR 16, 2024
BlackRock executive joins investment technology firm SimCorp

New hire will lead the firm's operations in the Americas.

Householder Group expands its matchmaker succession program
PRACTICE MANAGEMENT APR 16, 2024
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
RIAS APR 15, 2024
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
PRACTICE MANAGEMENT APR 15, 2024
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
PRACTICE MANAGEMENT APR 15, 2024
CFP Board sees record participation at March exam

The community of certified financial planners is closing in on a milestone.

Raymond James adds advisor from Wells Fargo
BROKER DEALERS APR 15, 2024
Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Virtual course for financial planners enters its fifth year
PRACTICE MANAGEMENT APR 15, 2024
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.

Apex declares liftoff for new ACATS protocol
FINTECH APR 15, 2024
Apex declares liftoff for new ACATS protocol

Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.

iCapital strikes private-credit partnership with Bain
ALTERNATIVES APR 12, 2024
iCapital strikes private-credit partnership with Bain

Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.

The upcoming succession crisis
OPINION APR 12, 2024
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
PRACTICE MANAGEMENT APR 11, 2024
Taking care of business with spring cleaning

From portfolio reviews to tidying up client accounts, advisors share what they're cleaning up this spring.

Baird simplifies alts platform with new CAIS partnership
ALTERNATIVES APR 11, 2024
Baird simplifies alts platform with new CAIS partnership

The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.

Changing the narrative for women in wealth
RIAS APR 11, 2024
Changing the narrative for women in wealth

‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management

Keeping families together
RIAS APR 11, 2024
Keeping families together

The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.