Marketing

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.

If an advisor's tax offerings aren't visible to AI tools like ChatGPT and Perplexity, they effectively don't exist for today's prospective clients.

FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.

The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.

Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.

It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.

Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.

The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.

Financial advisors can avoid a conversation mismatch by focusing less on what they do, and more on what clients care about.

In sessions at last week's Morningstar conference, Dimensional Chairman David Booth, "Unreasonable Hospitality" author Will Guidara and behavioral finance experts shared tips on how financial advisors can provide valuable coaching to clients.

Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

Members of the Transparent Advisor Movement are meeting around the country in "Flat Fridays" events. And the collaboration is revealing all of the nuance around fees.

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Financial planners who joined the Transparent Advisor Movement's first "Flat Fridays" meetup touched on the difficulty of explaining the industry to consumers.

Financial planners and organic growth experts understand why some may hesitate to start posting videos. But the benefits far outweigh any risk of embarrassment.