Beyond the Resume: The Shift in Executive Search
Julianna King2026-09-15T17:40:11+00:00Recruitment is starting to look different than the traditional model. Here's why.
The $34 Trillion Opportunity: Why Women Advisors Are the Future of Wealth Management
Julianna King2026-09-01T18:04:25+00:00The future of wealth management is leaning more and more towards women-led.
Beyond the Finance Degree: Redefining What Makes a Great Advisor
Julianna King2026-08-11T22:00:00+00:00Redefining what makes a great wealth advisor may be the key to building towards success.
The Top Trends in the Wealth Management Market – July 2026
Julianna King2026-08-11T21:58:59+00:00As 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
Julianna King2026-08-11T22:03:21+00:00Return-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
Chris Bisenius2026-08-11T22:13:44+00:00It’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 by Forbes Advisor and conducted by market research company Prolific, found that 79% of members of the Millennial and Gen Z generations have gotten wealth [READ MORE]
Top 3 Reasons to Embrace AI as a Wealth Advisor
Chris Bisenius2026-08-11T22:19:38+00:00It 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; we hear you, and your feelings matter…but change is happening, and it’s time to get comfy in the transition. The question is, are we ready [READ MORE]
Why RIAs are Leading the Way for Future Uprise of Independent Investors
Chris Bisenius2026-08-11T22:19:09+00:00Anyone 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 expertise of an RIA (Registered Investment Advisor) is a worthwhile investment. Hybrid firms are on the rise in 2024, and we need to talk about [READ MORE]
The Great Wealth Transfer: Understanding the Impact of the Baby Boomers’ Legacy
Chris Bisenius2026-08-11T21:02:59+00:00The 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 growth and amassed considerable wealth, is now entering an age of transition. They're set to transfer an enormous ~ $84 trillion to younger generations by [READ MORE]