Growth strategies

Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.

In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.

It may be tempting to hire a "2.0 version" of a departing employee, but doing so risks reinforcing stale processes and mindsets.

Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.

Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.

A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.

Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.

The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain how they can be powerful lead tools.

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.

Fewer than 3% of U.S. advisory firms report registrations with foreign regulators, and the meager ranks reflect the difficulty of breaking into international markets.

Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.

A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.

The Ensemble Practice crunched data from hundreds of advisory practices the consulting firm says are getting tepid growth amid their impressive metrics.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.

The question has turned into something of a paradox because of the related, but different, rise of RIAs and how that has affected independent brokerages.

A range of perks and parties could help advisors forge deeper relationships and generate valuable leads, often without breaking the bank in the process.

The Charlotte, North Carolina-based bank, which is focusing its growth push in the Southeast, is also planning to renovate 300 existing offices as part of an effort to attract more mass-affluent customers.