RIAs

In hot seller’s market for RIAs, hungry buyers are doubling upfront cash

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

RIAs Charles Paikert June 22

RIAs Charles Paikert June 22
Kick back, relax, get smart: A financially savvy summer reading list

Want to know where the smart-money minds go when off the clock? It’s here.

Practice management Jessica Mathews June 22

Practice management Jessica Mathews June 22
eBook The RIA Roadmap: Your essential guide to making the transition

Are you ready to go independent? Thousands of advisors have made the transition. Learn how with this guide.

RIAs June 14

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RIAs June 14
Kitces: The joys and challenges of working from home

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Telework June 22

Telework June 22
A number to avoid when discussing health care costs with clients

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Retirement planning Margarida Correia June 21

Retirement planning Margarida Correia June 21
Voices You’ve recruited women advisors. Now what?

Nina O'Neal
Investment advisor, partner Archer Investment Management

Every man in the financial services industry should read this article, Nina O’Neal writes.

Gender issues June 19

Gender issues June 19
Podcast Your
perceptions are biased – here’s how to manage it

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Client communications Lee Conrad June 19

Client communications Lee Conrad June 19
Do over? Nearly half of advisors would opt out

Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.

Career planning Kerri Anne Renzulli June 19

Career planning Kerri Anne Renzulli June 19
Dear SEC, No one wants to read 4-page disclosures

Disparate voices in the fiduciary debate agree that Form CRS might be too dense and complex to achieve meaningful disclosure.

Fee disclosures Kenneth Corbin June 19

Fee disclosures Kenneth Corbin June 19
Why advisory firms need advanced analytics

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

RIAs Charles Paikert June 18

RIAs Charles Paikert June 18

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