Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

The firms that made Wealth Management’s 2026 RIA Edge 100 list have added employees at about 2% below the amount of clients ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

In Moonlighting on the Internet, internet entrepreneur Shelby Larson presents the most reliable and proven ways you can create an extra paycheck for the short term and establish a continual revenue ...

With predictions of an uptick in M&A activity in 2023, and growth-oriented firms looking to expand into additional areas of meaningful advisory services, now is an opportune time to reinforce the need ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

LANDesk gave us virtually everything we wanted in a client management product – and more. Plus, the LANDesk Management Suite’s support for diverse platforms was superb. Its asset inventory scans were ...

NextGen investors are about to receive a significant portion of “the great wealth transfer” over the next 20 years. And those who don’t have a relationship with their parents’ financial advisor and ...

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.