Practice management

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.

Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.

Schwab, Vanguard and Fidelity barred the DAFs they sponsor from making grants to the indicted nonprofit. The episode highlights why advisors should help clients choose fund sponsors carefully.

The report by ISS Market Intelligence displays both a large uptick in moves by financial advisors and other reps last year and trends over the past decade or more.

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."

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.

Morningstar research suggests that while expenses drop in retirement, so, too, does income. Findings suggest some considerations for retirement planning.

If married clients are heading for a divorce, experts share how to guide a dividing household, from setting strict communication boundaries to knowing your legal limits.

Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.

The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.

Equipping advisors with both soft and hard leadership skills can not only give them a morale boost, but also encourage them to stick around.

If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.

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

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.