The Top Trends in the Wealth Management Market – July 2026
As consolidation shrinks the pool of advisors with a portable book, credentialed candidates without one are thriving in team structures offering new comp models and in-house training.
Remote Work Opportunities: Flexibility For Some, Frustration For Others
Return-to-office mandates are reshaping workplace dynamics, but top performers are often exempt. Here's what that means for wealth management firms navigating hybrid work policies.
The Generational Gap with Social Media and GenZ Investors
It’s no secret that Gen Z and Millennial generations of taxpayers are seeking wealth advice primarily through social media. A survey of 1,009 people in January 2024, commissioned [READ MORE]
Top 3 Reasons to Embrace AI as a Wealth Advisor
It feels like the term AI, or Artificial Intelligence, is EVERYWHERE these days. Those who feel apprehensive about adopting more tech into their daily systems: we see you; [READ MORE]
Why RIAs are Leading the Way for Future Uprise of Independent Investors
Anyone with a smartphone and access to Google can invest their money, and they do…poorly. The hard lesson learned by new independent investors is that investing in the [READ MORE]
The Great Wealth Transfer: Understanding the Impact of the Baby Boomers’ Legacy
The phenomenon dubbed "The Great Wealth Transfer" is set to redefine the landscape of Wealth Management and estate planning. The baby boomer generation, which has seen remarkable economic [READ MORE]