Josh Welsh
Axtella executive says the advice industry faces challenges in connecting with younger clients.
Firms tap into educational programs to recruit and retain next-gen talent.
'Creating the right culture is critical, and making sure that we're not only attracting the right talent, but retaining that talent,' an advisor says.
Athletes face two retirements, advisor says, and that can entail additional career plans and expenses.
RIAs should have ‘quality leadership teams,’ says Hightower CEO Bob Oros.
Advisors weigh in on the impact the DOL’s retirement security rule will have on 401(k) plans and retirement.
‘There's a real value for an advisor to help them understand what's really important to them,’ Vestia CEO says.
Chuck Failla of Sovereign Financial Group suggests one asset management firm advisors might be missing out on.
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Upcoming RIA conference will address how advisors can build and leverage the appropriate tech stack and use AI to better their practice.
