Professional development

Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.

A note by Morningstar DBRS analysts warned of the risks working against big RIA aggregators' success in consolidating a fragmented channel of the industry so rapidly.

Starting your own RIA can be emotionally taxing and require extensive work — and it comes with some surprises. Here's what founders said caught them off guard when launching their own firms.

Clients may be wary of younger financial advisors, but firms can build strategies to allay those concerns and foster their talent.

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

This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting for opportunities to thrive in the wealth management industry.

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.

Michael Beloff has helped families with special needs while also understanding how to best take care of his own son with autism. He's grown free outreach into a thriving niche.

Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.

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.

Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.

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

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.

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

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

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

Subscribers to Financial Planning can earn one continuing education credit toward recertification by successfully completing the 10-question quiz.

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

Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financial advisors.

Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.