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Summary: Financial advisors changed firms at a near-decade high pace in 2025, with registered investment advisor and independent broker/dealer channels being the biggest winners, according to an annual report from ISS Market Intelligence released Tuesday.
Added on April 2026 in Form an RIA
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Summary: Some advisory firms grow fast, but that’s not a guarantee they’ll succeed in the long run. Long-term success depends on intentional, proactive planning, not just talent or market conditions. Firms that thrive for decades operate on systems and processes built to function beyond any single advisor.
Added on March 2026 in Form an RIA
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Summary:
It’s been a good run for many financial advisors. Markets have been strong, businesses have thrived, and plenty of practices have grown without needing to change much at all.
And to be clear: there’s nothing wrong with riding that momentum.
But savvy advisors know that market-driven growth can be a mirage. Rising balances are welcome, of course—but they don’t necessarily mean the business underneath is becoming stronger, more scalable, or more valuable.
Added on February 2026 in Form an RIA
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Summary: What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly build trust, loyalty, and confidence.
Added on March 2025 in Form an RIA
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Summary: Arecently released survey by CapIntel, a B2B fintech, sheds light on what investors value most in their relationships with financial advisors. It also underscores what can lead to dissatisfaction and prompt them to change advisors.
