Social media platforms can change quickly (case in point: X). In response, advisors who may instead choose to rely on their own communication channels.

As valuations continue to rise across the industry, more firms are using compensation to invest in their top talent and future growth, Succession Resource Group says.

Agentic AI will continue to automate financial planner workflows — and that's a good thing.

The Wall Street giant still is often associated with deposits, lending and checking and savings accounts. But it's among the throng of firms seeking to give clients easy access to both banking and investing services online.

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.

Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.

Advisors know that a transition plan is important, but many fall into the trap of procrastination.