Business conditions for wealth managers appear to be worsening for the first time since 2016, according to Financial Planning’s Retirement Advisor Confidence Index.
RIAs that don't embrace tech are in danger of becoming obsolete, says the firm's chief information officer. He also weighs on in blockchain and his favorite app.
As RIA dealmaking heats up, what are the biggest mistakes sellers and buyers make? Michael LaMena responds to Financial Planning’s rapid-fire questions.