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Summary: Thirty-two percent of independent broker-dealer advisors have considered opening an RIA in the past 12 months, and 3% of these have given the idea serious thought, Cerulli Associates reported Tuesday.
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Summary: Serving at the helm of Wealthspire’s New York City office, the firm’s largest contributor with over 40 percent of the assets under management, Zach Gering holds the dual roles of financial advisor and office lead. Gering says he ultimately wants to be a mentor to up-and-coming financial advisors.
Added on April 2024 in Form an RIA
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Summary: The fee-for-service model has emerged as a mainstream opportunity for advisory firms to attract next-generation clients, a previously untapped client market, according to a report from AdvicePay. The report suggests three ways that advisors can incorporate fee-for-service financial planning into their larger practices and appeal to new clientele.
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Summary: A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
Added on April 2024 in M&A Issues
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Summary: Generation Alpha–born from the early 2010s to the mid-2020s–will be the largest and most connected generation in history. Plus, their economic footprint is expected to wield as much spending power as Millennials and Gen Z combined, by the year 2029.
