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In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it. → Read More
I had a strong opinion. Then our reporting changed my mind. → Read More
Recruitment is ongoing — not a one-time sales pitch. → Read More
Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts. → Read More
As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer. → Read More
Independent broker-dealers have changed with the times. Our annual ranking has, too. → Read More
Shoehorning them into gender-based categories can lead to bias and crimp firm growth. → Read More
Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well. → Read More
Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske. → Read More
Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know. → Read More
There are several mistakes firms make with their non-white planners, says the organization's president. Here’s one of the biggest ones. → Read More
Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable. → Read More
Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century. → Read More
The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together. → Read More
Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career. → Read More
Psychological traps keep planners from following the advice they give clients. → Read More
I recently came away disappointed from a meeting with a financial planner I’d considered hiring. → Read More
Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing. → Read More
The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal. → Read More
Advisors have a responsibility to draw them into discussions about end-of-life financial planning. → Read More