Wealth Think

In a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.

Private equity-backed consolidators need platform uniformity to grow — but without sacrificing acquired RIAs' unique strengths.

Check out a compliance expert's emoji-onally intelligent tips for decoding the omnipresent icons. (Hint: context is 🔑.)

Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.

Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.

RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.