Industry Spotlight

Latest news, trends and analysis that advisors and other financial industry participants need to know about the business.

Wirehouse Firms

Switching Firms

Women in Wealth

Mergers & Acquisitions

Clearing & Custodial Firms

Top Industry Spotlight Stories

Switching Firms

These Firms Gained the Most Advisors Since 2021

By Michael S. Fischer

Compensation and Fees

Average Yearly Financial Planning Fee Surges 52% in 3 Years

Mergers and Acquisitions

RIA Deals Hit a Quarterly Record. Here's What's Selling.

Trending Stories

1

Building Your Business

10 Ways to Speak the Language of the Wealthy

2

Switching Firms

These Firms Gained the Most Advisors Since 2021

3

Compensation and Fees

The Big Question Looming Over Bonuses This Year

4

Wirehouse Firms

Merrill Settles With Ex-Miami Dolphin for $1.25M

5

Spending in Retirement

When Clients Start an 'Encore Career' in Retirement

6

Building Your Business

Integrated Partners Adds $850M City Square Wealth Management

Webcasts

Staying Ahead of the Conversation: Three Topics for Q3 Client Meetings

Orion (Sponsored) Watch Now

NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

eMoney Watch Now

When Trading Gets Complicated: Rethinking Operations for Growing Firms

Orion (Sponsored) Watch Now

Podcasts

Focusing on Continuing Education and Certifications

The American College of Financial Services (Sponsored) Listen Now

Harnessing Data to Empower Financial Advisors

Syntax Data (Sponsored) Listen Now

The Real Pros and Cons of Independence With Terry Parham

ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now