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Performance-based fees gaining ground among advisors, study says
RIAS JAN 19, 2024
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
FINTECH JAN 18, 2024
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
FINTECH JAN 18, 2024
CogniCor launches AI-enabled digital assistants for wealth management, insurance

The digital assistants will be driven by Microsoft’s Azure OpenAI Service.

AssetMark launches solution to help advisors unlock tax efficiencies for clients
FINTECH JAN 18, 2024
AssetMark launches solution to help advisors unlock tax efficiencies for clients

Firm announces new comprehensive addition to its wealth management platform.

Multibillionaire Thomson eyes greater slice of fintech industry
FINTECH JAN 18, 2024
Multibillionaire Thomson eyes greater slice of fintech industry

The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.

Fintech launches annuities platform
RIAS JAN 17, 2024
Fintech launches annuities platform

Flourish aims to facilitate RIAs’ access to annuities.

You owe your clients a succession plan
OPINION JAN 17, 2024
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 
OPINION JAN 17, 2024
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.

Summit Financial welcomes $300M female team to innovative partnership program
WOMEN ADVISOR COMMUNITY JAN 17, 2024
Summit Financial welcomes $300M female team to innovative partnership program

The Maryland-based firm will become an affiliate partner of Summit.

Over a third of US advisors plan to retire within 10 years
RIAS JAN 16, 2024
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
EQUITIES JAN 16, 2024
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.

Despite more than $2B in fines, financial industry still uses risky communications
FINTECH JAN 16, 2024
Despite more than $2B in fines, financial industry still uses risky communications

Report reveals texting and messaging apps common at RIAs and broker-dealers.

Combating January blues so you're there for your clients
PRACTICE MANAGEMENT JAN 12, 2024
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
FINTECH JAN 12, 2024
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
PRACTICE MANAGEMENT JAN 11, 2024
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
PRACTICE MANAGEMENT JAN 11, 2024
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.

Financial advisors launch disruptive RIA co-op platform 
RIAS JAN 11, 2024
Financial advisors launch disruptive RIA co-op platform 

Founders say the Avise Financial platform puts ownership back in the hands of advisors.

Ensuring video testimonials comply with SEC’s marketing rule
PRACTICE MANAGEMENT JAN 10, 2024
Ensuring video testimonials comply with SEC’s marketing rule

Industry experts give their opinion on new 100%-remote studio solution that creates professional videos for advisors.

3 ways to jump-start your growth in 2024
OPINION JAN 10, 2024
3 ways to jump-start your growth in 2024

As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.

Advisors worry about losing independence under DOL contractor rule
PRACTICE MANAGEMENT JAN 09, 2024
Advisors worry about losing independence under DOL contractor rule

'We're small business owners; we’re entrepreneurs,' advisor says. 'I don't know what that would look like if we're suddenly employees of a broker-dealer.'