This weekend reading kicks off with a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu. ThinkAdvisor bit.ly/3Z15TSM #advicers

The SECURE 2.0 Act created a new option for surviving spouses that changes the calculus for deciding which option to choose. It allows spousal beneficiaries who leave the account in the decedent's name to use the Uniform Lifetime Table to calculate RMDs. bit.ly/3B2JsTq

Ex-Banker Charged With BofA Exec's Murder Faces Trial Monday dlvr.it/TDH9gP

According to research and consulting firm Cerulli Associates, 44% of RIAs work with a single custodian, with relatively smaller RIAs more likely to do so. 11 factors to consider for RIAs thinking about adding a custodian to their lineup. ThinkAdvisor bit.ly/4d0mt8y

Good discussion of issues w/ Fidelity cutting off support for held-away 401k mgmt (Pontera & others?). Yes security concerns, but Fidelity also just trying to control its 401k assets? "What's Behind Fidelity’s Move to Restrict 401(k) Login Sharing" thinkadvisor.com/2024/09/17/wha…

What to Learn From LPL's Firing of Dan Arnold: Recruiter dlvr.it/TDx1dP

Dynasty Adds BlackRock, JPMorgan as Strategic Investors dlvr.it/TF7KQP

Can’t wait for the MarketCounsel Summit coming up Dec 9 in Las Vegas. #MSUM24 is led by Hamburger Law Firm and wraps up Dec 11 with our ThinkAdvisor Luminaries gala. See you there!

This weekend reading kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. bit.ly/3UThksQ

Crises happen, so how should you plan for them proactively? Our all-star panel featuring Janet LeVaux, Rob Farmer, Marie Swift and Ray Hennessey offer keen insights both to prepare and to adapt in real time. #MSUM24 ThinkAdvisor StreetCred PR #ImpactCommunications @Vocatus

"My favorite crises are the ones we prepare for and never happen" - Ray Hennessey #MSUM24 #WeatheringTheInevitableStorm @Vocatus

A recent study indicates that most retirees claim Social Security benefits in the year they stop working, though those that delay can potentially benefit from a larger monthly check and tax planning opportunities: kitc.es/3ZVCN5V

BREAKING: Biden Signs #SocialSecurity Fairness Act. thinkadvisor.com/2025/01/05/bid…

First there was "RIA In A Box" to help advisors form new RIAs. Now there's a new competitor... "RIA Out Of The Box". 😁 "New RIA Platform Promises Better Compliance and Lower Advisor Costs" kitc.es/40loUOC

22% of advisors had some allocation to crypto in client accounts, up from 11% prior year, as crypto ETFs rolled out. But 96% of clients asked about it, so most advisors still decline when asked? "Share of Advisors Using Crypto Doubled in 2024: Survey" kitc.es/3PFxe7b

The usual monthly table of performance for major assets/asset classes. A choppy February saw equities in most other developed countries outperform the US (with the notable exception of Japan), Bitcoin and oil come under pressure, and gold eek out a small gain. #markets

This month's #AdvisorTech kicks off with the news that Morningstar, Inc. Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors to switch. kitc.es/43fqC7i

#Organicgrowth through client acquisition is a key aspect of growing #advisor practices; however, more than half of advisors (55%) consider new #clientacquisition a challenge, according to our latest Cerulli Edge—U.S. Advisor Edition. Explore more: cerulli.com/press-releases…

In my talk at Future Proof Citywide on March 17th, we'll unveil our latest whitepaper on Advisor Productivity. In this report, here is what we find to be the typical hiring cadence as advisory teams grow. Before that, check out the 2022 edition: kitc.es/4gpB6Ef

This #WeekendReading kicks off with a recent survey by Vanguard which found that many consumers underestimate time and emotional value of working with a financial advisor: kitc.es/3IumYyn