Knowledge and Insight

New Year, New Advisors

Added on January 2025 in Manage Your Practice

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Summary: As firms enter a new year, many think about growth opportunities for their teams. This means hiring new talent; for others, it means developing current team members. But training advisors—especially new ones—can feel like a daunting task. 

Cerulli: Advisor Headcount Stagnates

Added on January 2025 in Thought Leadership

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Summary: Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade.

New Subscriber Update - January 2025

Added on January 2025 in Blog

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Connect with New Advisors and Expand Your Network We’re excited to share a list of advisors who have recently joined RIA Match! These new profiles represent fresh opportunities to collaborate, build relationships, and achieve your business goals. Take a moment to log into your account to: View their full profiles. Send them a message directly through the platform. Start conversations that could lead to your next big step in growth or succession planning. Don’t miss out—connecting with like-minded advisors has never been easier. P.S. Haven’t completed your own profile yet? Complete it today to ensure you’re visible to others in the matching pool.

Financial Planning's Most Important Unknown Unknown

Added on November 2024 in Manage Your Practice

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Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Added on November 2024 in Thought Leadership

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Summary: RIA consolidators have grown significantly over the past decade and now represent $1.5 trillion in assets under management (AUM), according to “The Cerulli Report—U.S. RIA Marketplace 2024.”