Growth strategies

Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

If brands want to be remembered fondly by event attendees, experts say items with long-term usefulness outweigh cheap throwaways every time.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.

Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.

Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.

Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.

Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.

An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.

Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.

Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important first step.

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Finding the right time to launch a registered investment advisory firm and the importance of building lasting client connections all play into advisor success.