The Importance of Succession Planning
As of 2023, the average age of financial advisors is 56, and it’s estimated that 40% will retire over the next ten years. Despite this looming retirement, one out of four financial advisors don’t have a clear succession plan in […]
2025 Financial Market Recap and 2026 Outlook: What Financial Advisors Should Watch Next
The past year tested investors’ patience, adaptability, and long-term discipline. After navigating years of elevated inflation, aggressive monetary tightening, and persistent geopolitical uncertainty, 2025 delivered a mix of stabilization, recalibration, and renewed complexity across global markets. For financial advisors, this […]
Wirehouse vs. Broker Dealer / RIA: Which Model Fits For You?
Are you a financial advisor trying to decide what type of firm to join? Or maybe you’re an investor trying to choose the right financial advisor? Whichever group you fall into, you may have come across this question during your […]
Why Financial Advisors Are Leaving their Wirehouses to be RIAs
A significant trend is taking place in the wealth management industry—an increasing number of advisors are leaving their wirehouses to become Registered Investment Advisors (RIAs). In 2022 alone, wirehouses saw a net loss of 612 advisors, while RIAs gained 856, […]
The Role of the Modern Financial Advisor: How Technology is Shaping Their Success
The financial advisory industry has evolved considerably over the past few decades. While stockbrokers used to dominate the field, today’s financial advisors offer a comprehensive suite of services that extend far beyond buying and selling securities. To keep up with […]
Target Markets for Financial Advisors: How to Find Your Ideal Clients
Many financial advisors start their careers as generalists. After all, taking every meeting and saying yes to nearly every prospect is often necessary for survival in the early stages. However, as your practice grows, “I work with anyone” becomes a […]
6 Steps to Effective Succession Planning for Financial Advisors
As a financial advisor, you work hard to grow your client base and book of business. While you’re focused on this ambitious growth, succession planning may be the last thing on your mind. However, as the wise Benjamin Franklin once […]
Social Media for Financial Advisors: How to Grow Your Brand and Client Base
Over 245 million Americans use social media, making up nearly three-fourths of the population. On average, these users spend more than two hours a day scrolling through Facebook, Instagram, YouTube, LinkedIn, TikTok, and other platforms. While social media still features […]
Why SEO for Financial Advisors is Crucial in 2026
Search engine optimization (SEO) is one of the most effective methods to help prospective clients find your advisory practice online. But in a post-AI era, online search behavior is shifting. Tools like Google’s AI Overviews and ChatGPT deliver instant, summarized […]