The Latest

A year-long study suggests key phrases to say — and avoid — when attempting to spur action and communicate more effectively with investors.
They’re optimistic about their financial future and ready to increase investment.
For the first time in years, parents say that saving for college ranks higher than all other savings priorities, including retirement. But they still aren’t anywhere close to reaching their goals.
Nearly all advisors believe AI is transforming how advice is created and delivered to clients – although experts say wealth management is years behind other industries in its use of machine learning.
Nearly 40 percent of financial advisors plan to retire in the next 10 years, and overall advisor headcount growth is starting to decline. As a result, an opportunity could be at hand for younger advisors.
Firms big and small are struggling to attract and retain technology workers. The pay and career opportunities at other companies is luring them away.
The Practice Innovation Index leverages Cerulli’s research and data to rank firms and provide them a customized roadmap to help them grow.
Lumiant is designed to include more spouses and other family members who might be less involved in a household’s finances and overlooked by an advisor.
The Onyx Advisor Network is helping underrepresented advisors get the technology they need to run a wealth management firm.
The association wants to help private wealth mangers learn about alternative investments, allocate to the asset class, and convince some they should get CAIA certifications.