Corporate governance

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

Members of the Transparent Advisor Movement are meeting around the country in "Flat Fridays" events. And the collaboration is revealing all of the nuance around fees.

Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.

He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.

The report by ISS Market Intelligence displays both a large uptick in moves by financial advisors and other reps last year and trends over the past decade or more.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.

Financial planners and organic growth experts understand why some may hesitate to start posting videos. But the benefits far outweigh any risk of embarrassment.

Any RIA or advisory practice seeking to grow must weigh the price of its marketing efforts toward prospective new clients against the return on that investment.

Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.

The proposal is part of what SEC Chairman Paul Atkins calls his "Make IPOs Great Again" agenda.

Court decisions vacated the Biden administration's DOL rule — but that didn't make rollover rules easy, experts say. Firms that get compliance right will have an edge in tapping a trillion-dollar-plus market.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.

When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.

Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.

For advisors with $600,000 in annual production, regional firms like Janney and RBC have been reducing their compensation in recent years. They're now more in line with the pay policies more commonly found at large Wall Street firms.

Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at Janney and RBC, the pay rates are lower and much closer to those of large Wall Street firms.