Advisor Innovations

GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.

Merit Financial Advisors President Kay Lynn Mayhue describes the firm's 'hub and spoke' approach to acquisitions, what kills a deal and more.

First Ascent CEO Scott Mackillop discusses the value of TAMPs for advisors and clients.

Facet Wealth’s Anders Jones on building a hyper-efficient financial planning firm for the mass affluent.

Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency.

Jay Lipman shares how Ethic can help advisors construct portfolios that reflect clients' values.

Tom Murphy gives an insider look into how LPL is arming advisors with investment and planning platforms to meet the changing demands.