Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

As advisory firms grow beyond the founder‑led phase, many enter a quiet crisis as they discover that a one‑size‑fits‑all ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Phillip Hamman, president and CEO of Linscomb Wealth, about the ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

RADNOR, PA — eMoney Advisor has rolled out its Premium Client Portal, a cutting-edge platform upgrade aimed at transforming the financial planning experience for both advisors and their clients. This ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

A holistic financial plan goes beyond—here’s how to approach it.

From the time it was founded more than 30 years ago to its recent honor in this newspaper’s 2024 Best of North Coast, Allworth Financial has been true to its client-centric model of building ...