Within the next few years, #GenX will make up a significant amount of the target demographic for financial advisors. The most important focus they should take: different marketing and relationship strategies from how they target baby boomers WealthManagement.com wealthmanagement.com/client-relatio…

When it comes to retirement, most people only focus on the monetary aspects. Many people fail to plan for the emotional impact retirement can have, leading some people to even go back to work part-time after retiring. Interesting piece from WealthManagement.com: wealthmanagement.com/rpa/how-people…

The future of #AI integration is inevitable & studies find that advisors are more open to its adoption than initially thought. InvestmentNews reports on a recent survey that notes advisors' willingness to integrate AI into their existing practices: investmentnews.com/fintech/news/h…

Advisors should be planning for Tax Day every day of the year, not just on April 15, to avoid unforeseen issues last minute and provide the best and most personable advice to their clients. Interesting #taxplanning piece via FA Magazine #WealthManagement fa-mag.com/news/tax-plann…

As the popularity of #alternativeinvestments grows, advisors and investors can't forget about the tax implications regarding filing and returns. Tobias Salinger for Financial Planning dives deep into the important questions both parties should ask: financial-planning.com/news/tax-plann… #wealthmanagement

Advisors are finding they need to make #retirementplanning strategies more adaptive to keep up with their clients' lifestyle choices. As their lives change, their retirement plans will too. Interesting op-ed from WealthManagement.com wealthmanagement.com/retirement-pla…

To keep up with projected growth this year, advisors need to keep attention on Gen X (as wealth transfers from baby boomers continue to rise) as well as expand their service offerings and collaboration efforts. Growth tips & insights from RIAIntel riaintel.com/article/2d4fj0…

A nice write up in InvestmentNews covering the rollout of enhanced and expanded tax-aware portfolio transition capabilities in our latest SPS release: investmentnews.com/fintech/news/m… #fintech #wealthtech #wealthmanagement

New research from Cerulli Associates shows that financial advisors that are “heavy users” of #fintech tend to outperform other practices in terms of client acquisition and assets under management growth rates. thinkadvisor.com/2024/04/26/adv… via ThinkAdvisor

A great recap in @FinPlan from Nathan Place detailing contrasting research showing the enthusiasm / distrust divide in terms of advisor and client perception of AI. #wealthmanagement financial-planning.com/news/the-ai-ga…

The “magic number” for retirement now outpacing inflation, according to a recent report from Northwestern Mutua, opening a window of opportunity for advisors to step up and guide their clients. fa-mag.com/news/retiremen… via FA Magazine

Now more than ever, advisors are choosing to "breakaway" as they leave bigger RIA firms for smaller ones, or set out on their own. Interesting insights from WealthManagement.com on what's driving the current wave of breakaways: wealthmanagement.com/careers/what-s… #wealthmanagement

Many Americans are planning to retire earlier than previous generations. A recent InvestmentNews article details what's impacting this increase as well as influences among working individuals post-pandemic. investmentnews.com/retirement/new… #retirement #wealthmanagement

Millennial clients are now expecting their advisors to keep up with their level of tech expertise, including online presence, personalization & tech-supported investment decisions. Interesting commentary from WealthManagement.com  wealthmanagement.com/inside-etfs/mi… #wealthmanagement

New survey data from FTSE Russell, An LSEG Business shows that while the majority of advisors don't actively use #directindexing, they plan to within the next 5 years. Advisors' knowledge gap on its benefits contributes to the hesitation to adopt. Via InvestmentNews investmentnews.com/investing/news…

A recent InvestmentNews article covers new research into RIAs' successful growth strategies amid various market-shaping trends and issues, including the upcoming presidential election & client practices. investmentnews.com/life-insurance… #RIAs #WealthManagement

Advisors are finding it harder to retain clients today than it was 12 months ago. According to this op-ed from FA Magazine, advisors who can integrate their #CRM and digitize their businesses are leading to more satisfied clients. fa-mag.com/news/making-yo…

As newer advisors enter the financial services space, many firms are exploring tactics to support their newer advisors and propel them forward, including mentorship, specialization and gaining credibility. Insights from Financial Planning: financial-planning.com/list/8-ways-to…

Technology continues to be advisors' biggest asset, contributing to better client relationships and keeping firms adaptable to their clients' evolving needs. WealthManagement.com recaps a technology-focused panel from WealthStack here: wealthmanagement.com/wealthstack/we…

The age-old question of whether to build or to buy has infiltrated the financial services industry for years and continues to become more complicated. Interesting article from Financial Planning on what factors are influencing firms to choose one over the other. financial-planning.com/news/how-to-de…