Growth strategies

SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding them away from the common bias in a midyear meeting.

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.

RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.

The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.

Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

Speakers at the Association of African American Financial Advisors' growing event called for greater collaboration and many types of advocacy.

Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.

A note by Morningstar DBRS analysts warned of the risks working against big RIA aggregators' success in consolidating a fragmented channel of the industry so rapidly.

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.