Our ninth “Young Advisors” list shows that advisors can win clients by showing individuality and resolve.
The broker-dealer industry is making hay as interest rates remain elevated. Demographic trends are a double-edged sword.
A company survey found inheritors are anxious about the money they're about to get.
Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?
Younger advisors have had to imagine a new world for themselves (and then inhabit it).
As the world changes, the bonds tying broker-dealers to their reps might have to be broken to be reset.
Is this the end of “too much of a good thing” in the RIA space?
These are the advisors young enough to reimagine the industry, and Covid-19 reaffirmed a lot of their hunches about how that future will look.
Broker-dealers are trying to look more like RIA custodians, but it was the fees they charge, sometimes opaque ones, that helped them win big during the pandemic.
Young professionals are dealing with a different world than their predecessors. Covid only accelerated that.
A market upswing helped save this industry in 2020 and recruiting kept its pace.
As younger advisors try to steer a course for their own careers, they also show that the industry itself is changing.
Independent broker-dealers take a page from the RIA handbook.
After coming through a choppy 2018 with flying colors, the RIA industry is becoming a fast-consolidating food chain.
Abandoning AUM fees, many younger advisors are creating their own business models.
The economic environment is making life sweeter for broker-dealers, but it favors the big ones.
RIAs are being forced to keep up with an industry whose clients and technologies are rapidly evolving.
These young advisors are finding creative ways to build their firms in the face of changing demographics.
Amid vast industry changes, broker-dealers must consider reinventing themselves.
A MassMutual study shows African-Americans have a greater interest in financial education than peers.