Referrals

No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in advisors.

The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.

Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.

Cool pitch decks and buzzy phrases alone won't get you there, but letting prospective clients see who you really are might.

When you stop worrying about what you can get from others and focus more on what you can give back, it turns out that there’s a lot to gain, writes Tim Gerend.

How Signature Wealth CEO Chip Munn says he got an eight times return on his marketing investment in four months (without paying for ads).

Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.

Experts say financial advisors can stay compliant with their BD while tapping into the leads and new clients attracted by quality web pages.

Demand from clients has some advisors reconsidering sustainable investing strategies.

The wirehouse aims to bolster its advisory business by gaining a dominant foothold in the stock plan administration software industry.

The IBD’s corporate RIA didn’t require about 350 banks to provide clients the terms of its arrangement.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.

High-AUM RIAs at TD Ameritrade’s Elite LINC tell how they grew their firms when they were starting out.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

The program could connect 4.9 million brokerage accounts to firms selected for the advisor network.