Only about 20–25% of financial Advisors have a formal, documented succession plan, despite the fact that more than a third, managing roughly 40% of industry assets, plan to retire within the next decade. That gap is more than a retirement problem. It's a growth, valuation, and client-retention calamity hiding in plain sight. Let’s dive into: [...]
Your clients think the world of you. They tell their friends. They mention your name at dinner tables, golf courses, and in the family group chat. And then… nothing happens. The referral conversation happened. The follow-through didn't. Many cutting-edge advisory firms and RIAs have a referability problem. The issue is rarely luck. More often, it [...]
When Diversify Advisor Network announced its assets grew 42% to $12.2 billion in 2025 – all while maintaining full independence – it wasn't just a company success story. It was proof of a fundamental transformation in wealth management. In fact, it was a data point confirming what the industry has been quietly absorbing for years: [...]
Markets don't reveal risk tolerance during bull runs. They reveal it during uncertainty. When portfolios are climbing, nearly every client describes themselves as a long-term investor comfortable with short-term fluctuation. Then volatility hits in the form of tariff fears, rate adjustments, and recession headlines, and the same clients begin calling with urgent questions. That gap [...]
When AdvisorHub reported that Ameriprise had raised its recruiter bounty to 16% of trailing 12-month production – the highest in the industry, well ahead of the typical 6% to 12% range – the reaction was predictable. "Recruiters cashing in." "Fees run amok." But that narrative misses the bigger story entirely. The 16% headline is about [...]
America is standing at the edge of the most consequential financial shift it has ever seen. According to a June 2025 report by Cerulli Associates, nearly $124 trillion in assets will change hands over the next 25 years, moving from Baby Boomers and older Americans to their heirs, spouses, and charities by 2048. To put [...]
AI has moved from buzzword to business reality. For Advisors and RIAs, the question is no longer whether AI will matter. It’s how fast your practice can use it to remove friction, improve service, and stay focused on the work clients actually value. The smartest use cases aren’t flashy. They’re operational, repetitive, and everywhere. Those [...]
There's a paradox lurking in most advisory practices: business owners are among the wealthiest, most complex clients. And yet only 24% sought guidance from a financial professional in the past year, according to a 2025/26 Nationwide survey of small- and mid-sized business owners. Another 24% said Advisor guidance would simply give them peace of mind. [...]
The financial advisory space has never been more competitive, or more ripe for transformation. Fee compression, AI encroachment, tightening compliance, and clients with increasingly sophisticated expectations are pushing experienced Advisors to ask a fundamental question: Is it time to make a move? If you're considering a change, here's what most recruiting conversations miss: A higher [...]
It’s a familiar scene inside a fast-growing RIA: assets are up, referrals are strong, and new Advisors are being cultivated. Yet every week brings another tech headache: duplicate data entry, endless logins, and half-working integrations patched together with duct tape. Despite record AUM, teams still spend too much time troubleshooting instead of serving clients. As [...]
