But first, a few statistics and information we thought you might want to know:

  • Knowledge & Insight Digest consists of over 1,100 articles and summaries from leading industry publications and influential thought-leader experts.
  • An average of 52 ‘new’ articles are posted to Knowledge & Insight Digest each month.
  • Knowledge & Insight Digest averages over 30,000 monthly article views.

Be On Your Game Professionally

Knowledge & Insight Digest delivers daily article summaries, with a link to read the full article, providing you with the latest and most important industry headlines, news, and trends. Six distinct sections allow you to receive the targeted news that matters most to you -- no matter what stage of your career:

  • Join an RIA helps you find clarity among the choices of independent financial advisors and discover the opportunities for NextGen and existing advisors.
  • Form an RIA provides answers to your questions on legal, logistics, client retention to better understand the process and learn about your options.
  • Manage Your Practice teaches best practices on how many high performing firms address and overcome their practice management challenges. 
  • Plan for the Future Contingency  delivers knowledge on topics such as succession, continuity, and business planning that are critical to your advisory firm's success.
  • M&A Issues offers solutions on practice valuation; study the methods of purchase and sale, merger and acquisition and the essentials of due diligence.
  • Discover Other Ideas offers insight on recent industry trends so you can take advantage of this knowledge ahead of the curve.

24/7/365 Access

All Knowledge & Insight Digest articles are searchable to access whenever and however you’d like. To learn more in this online tutorial about ‘How to Manage Your Library

We hope you take advantage of this valuable resource!