- RIAs lose 5% of AUM a year. Here's how to win it back
Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
- How an advisor built a niche serving tax-weary transplants
Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.
- Why young Americans aren't relying on homes to build wealth
Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
- Bill targets $10M+ retirement accounts with new distribution rules
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
- Tina Charles, CW Advisors team up on philanthropy efforts
The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.