An increasingly popular fee structure divides RIA advisors
A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.
Read MoreNews
-
-
UBS loses a $6B team, gains a recruiting head from Morgan Stanley
Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.
Read More -
Advisors say this is their toughest challenge. Here's how they're solving it
One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.
Read More -
UBS, Morgan Stanley, RBC, Merrill: Biggest advisor moves this week
RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.
Read More -
New book illuminates advisors' roles in overcoming financial trauma
Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.
Read More -
Congress renews effort to require 401(k) contributions by employers
A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.
Read More -
Congress renews effort to require 401(k) contributions by employers
A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.
Read More -
Senate Democrats warn of 'tax bomb' for student loan borrowers
Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.
Read More -
Alarmingly few wealth firms have more than handshake succession deals
Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.
Read More -
Alarmingly few wealth firms have more than handshake succession deals
Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.
Read More -
IRS ups limits for 401(k) and IRA contributions in 2026
The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.
Read More -
IRS ups 401(k) and IRA contribution limits for 2026
The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.
Read More -
IRS ups limits for 401(k) and IRA contributions in 2026
The Internal Revenue Service increased the annual retirement plan contribution limits for 2026 thanks to cost-of-living adjustments for inflation.
Read More -
FSI calls on SEC to end 'regulation by enforcement' as agency reopens
The Financial Services Institute is pressing the Securities and Exchange Commission to adopt formal procedures to prevent what it deems the sometimes capricious enforcement of industry rules.
Read More -
FSI calls on SEC to end 'regulation by enforcement' as agency reopens
The Financial Services Institute is pressing the Securities and Exchange Commission to adopt formal procedures to prevent what it deems the sometimes capricious enforcement of industry rules.
Read More -
Teachers don't usually itemize — OBBBA could bring savings if they do
The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.
Read More -
Teachers don't usually itemize — OBBBA could bring savings if they do
The higher standard deduction since 2017 has dramatically reduced itemization. But the new law provides incentive for teachers to consider whether that's feasible.
Read More -
Advisors steady clients as risk tolerance falls
Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.
Read More -
Advisors steady clients as risk tolerance falls
Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.
Read More -
Don't trust, verify: How to thwart AI-enhanced audio deepfakes
Scary good voice cloning technology means advisors can no longer believe what — or more accurately, who — they're hearing on the phone. Rigorous verification protocols are the new key to gaining client trust.
Read More
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company