Growth strategies

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.

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.

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

Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ramp up their planning for it.

With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say RIAs have the opportunity to achieve big growth through sustained and focused investing.

The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.

No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.

From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.