“If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at risk,” Vanilla's CEO said.
Wealth managers weigh the pros and cons of the NYSE's recent decision to extend trading hours.
“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”
RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.
Passing down a financial advisory practice to a family member is not always smooth, and requires a lot of hard work upfront.
How financial planner is taking advantage of interest rate trends without taking undue investment risk.
Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.
"There's no better way than having true financial alignment through equity partnership," one CEO said.
Wealth managers weigh in on trends in charitable giving this holiday season.
Panelists at RIA Activate California share insights to help firms future proof their business for next-gen talent.
Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.
Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.
Fifty-two percent of investors have only ever had a relationship with one advisor, a survey from Dynasty Financial Partners found. "Clients are the advisor's employer," one advisor said.
Advisors argue that there are other means to drive growth than requesting referrals.
Annual benchmarking study highlights how a disciplined organic approach, including cost controls and clear client segmentation, put high performers on a sustainable pace.
InvestmentNews survey highlights almost half of advisors continue to be compensated by commissions despite model often being publicly denounced.
Costs have come down, investment options have gotten better, and stewardship by states over 529 college savings programs has improved, says ratings firm.
The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.
The realization that his words can make others rich was a lightbulb moment for Chris Doughty.
Michael Joyce, president of Agili, explains his goals-based approach.
