DeVoe data shows third-quarter RIA deals fell 19% as private equity-backed buyers increasingly target firms with $1 billion-plus in assets, says dealmaker Corey Kupfer.

The registered investment advisor channel has never been bigger, and for the firms inside it, standing out is getting harder. As more advisors break away to launch or join RIAs, many are marketing near-identical services. That leaves prospects with little reason to choose one firm over another.

Advisors should evaluate whether financial wellness programs help employees make decisions across multiple benefits, not just provide standalone tools.

The fundamentals of good marketing haven’t changed nearly as much as the tools. You still need to understand your audience, have a clear objective, build relationships, be consistent and pay attention to what is actually working.

As identity theft continues to be a serious threat to our industry, now’s a good opportunity to review the Internal Revenue Service and its Security Summit partners’ 11th annual “Protect Your Clients; Protect Yourself” campaign

Private business owners are entering a receptive deal market, but many arrive without the paperwork, tax planning or advisory team they need to capture full value, according to a new BNY Wealth study.