RIAs

One team is among the top producers in their region, and the other spent more than two years assessing potential employers.

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

The acquisition, set to close later this year, will create a behemoth among custodians.

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

Advisor Zaneilia Harris has come to a bleak conclusion.

Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.