Rather than just signing on the dotted line of their firm’s succession plan, next-gen inheritors (and their senior partners) are exploring their options in a more evolved industry landscape.
Trends that emerged in 2020—adapting to client needs, advancing diversity and inclusion and answering the growing demand for financial advice among first-time investors—are here to stay.
Intentional learning isn’t some new touchy-feely leadership fad.
Sigma Financial's Jennifer Bacarella discusses how the firm is leading the industry by helping to cultivate and develop the next generation of advisors.
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
A conversation with Louis Diamond on next gens, the art of “co-leadership” and future-proofing your firm.
With the rise of remote meetings, social media and online communities, do professionally managed industry associations like FPA and NAPFA have a future? The numbers are mixed.
Kristin Harad shares her tips on how advisors can find the right target market to focus on when they’re not sure which one to pursue.
Client trust takes years to earn and moments to lose.
Here's a running list of wealth management events and conferences planning in-person activities in 2021.