Moving to a new firm may seem daunting. Get the specifics on making the transition, including a timeline and guidance on critical elements such as a communications platform and client portal. Most important: Learn how to make it happen with the autonomy you want, as well as the resources and infrastructure you need.
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.
This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.
A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.
As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.
