Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
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From AUM to Everything: How Independent RIAs Can Accelerate Growth Through Expanded Financial Services
Added on April 2026 in Plan for the Future
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Summary: Independent RIAs in the US are facing a turning point. Fee pressure, commoditized portfolios, and the rapid rise of robo-advisor platforms mean investment management alone is no longer a durable differentiator. At the same time, affluent households are scattering assets across banks, custodians, and digital apps, leaving advisors exposed to attrition and share‑of‑wallet erosion. For firms that want to keep growing in this environment, the real opportunity is not simply gathering more AUM – it is capturing the full financial relationship, from cash and lending to business banking and estate coordination.
Alignment Is The Missing Variable In Wealth Management
Added on April 2026 in Manage Your Practice
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Summary: The families we work with don’t struggle because they lack access to sophisticated investment strategies, tax structures or estate planning tools. They struggle because the people, priorities and decisions surrounding that wealth are not aligned.
How To Build A Firm That Thrives For Decades
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.
Finding The Right Formula For Advisor Recruitment And Retention
Added on April 2026 in Join an RIA
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Summary: Advisor recruitment and retention remain a challenge across the industry with high attrition numbers; competition for the same pool of talent; and expectations of advisors in terms of compensation, support and career paths. To learn more about these issues, we spoke with Megan Glover, Chief People Officer at EP Wealth Advisors and Connor Sung, Director of Practice Management at eMoney Advisor.
How Experts Turn Ideas Into Influence, Authority, and High-Quality Clients
Added on April 2026 in Thought Leadership
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Summary: Clear ideas, candid opinions, and true expertise in your area create a thought leadership platform that attracts dream clients. You want them to trust your voice and value you. Posting your work, wins, and lessons helps people feel that you are the real deal in your space. Let your platform demonstrate your expertise, tell compelling tales, and provide advice people can apply. When you discuss topics your audience cares about, you begin to build trust. These steps guide you in selecting the optimal tools, amplifying your voice, and maintaining your message. You achieve actual growth by making it simple for the right eyes to discover you and for the right people to trust you.
