Advisor Innovations

The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective. 

Live Oak Bank's James Hughes provides a bird's eye view of the RIA industry.

The president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent financial advisor movement.

The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.

LPL's head of advisor M&A discusses what is driving the recent frenzy in mergers and acquisitions, what to look for in buyers or merger partners, and the best post-transaction practices to ensure a successful integration.

The founder of RIA Lawyers dissects the new rules and compliance regulations surrounding marketing for advisors.

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.