Professional development

Plus, UBS loses a pair of advisors from a prominent team to Morgan Stanley, while SageView and Corient make big acquisition deals.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.