Financial advisor news, market insights, and practice management essentials.
The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.
The company’s head of financial advisor services Lauren Wilkinson said wealth managers are already finding major efficiencies. What comes next?
Wealth managers are paramount in helping clients navigate money conversations with loved ones.
Flourish CEO Max Lane said his company’s recently launched lending service has saved clients hundreds of dollars per month.
Advisors see some buy-the-dip potential, many are taking a measured approach, weighing the asset class’ illiquidity and performance.
Financial professionals are recommending staying in high quality products to help ride out any potential volatility.
The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.
RIA leaders face a new challenge in the AI age: helping advisors grow while protecting the human side of advice.
With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.
Advisor Upside caught up with Maiuri to discuss how AI is changing the wealth management industry beyond the tech’s latest point solutions.
Moving those responsibilities into the SEC would raise practical questions about resources and capacity, experts say.
AI notetakers can be a boon during client meetings, but critical decisionmaking should remain a human task.
While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.
They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.
The regulating body is asking the public for feedback on its dispute resolution process.
Early adopters of artificial intelligence have redeployed staff from operational work to higher-value tasks.
We obsess over picking the right stocks, but routinely ignore the broader economic reality.
