5 strategies for advisors to beat the web search 'visibility crisis'
Getting it right can help prospects find your firm's website, according to FMG Suite's Samantha Russell at ADVISE AI.
Read MoreNews
-
-
Amid alts push, Morgan Stanley starts research product for private firms
The Wall Street mainstay joins JPMorgan and Citi in directing analysts to help give investors more insight into companies not traded on public markets.
Read More -
After 12 years at UBS, $450M team returns to Morgan Stanley
The Couch Group's return to Morgan Stanley is the latest evidence that UBS hasn't been able to stop the recent wave of advisor departures.
Read More -
From serving the country to serving clients: Vets in financial planning
Transitioning from military to civilian life has its own challenges, but these veterans used their backgrounds to their advantage in their new lives as financial advisors.
Read More -
Ready, set, Roth: How 401(k) catch-ups are changing in 2026
The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.
Read More -
Ready, set, Roth: How 401(k) catch-ups are changing in 2026
The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.
Read More -
Edward Jones reports assets are up, but so is advisor attrition
Edward Jones added $17B in net new assets despite a sharp slowdown in new client households, reflecting a focus on high net worth clients and specialized services.
Read More -
The unexpected ways AI note-takers 'accelerate' client connections
Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.
Read More -
If steam goes out of stocks, can private markets fuel portfolios?
Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.
Read More -
Using agentic AI to spend better — not just more — time with clients
New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.
Read More -
JPMorgan's billionaire clients want sports teams over fine art
Sports are in for the ultrawealthy; paintings, out. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams.
Read More -
Edward Jones outlines new two-tier partnership and equity plan
In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.
Read More -
As RIAs grow, here's how advisor compensation is changing
The Ensemble Practice's annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors but reaping healthy profits.
Read More -
HB Wealth recruits from JPMorgan, Janney from Morgan Stanley: Advisor Moves
Also, an Ex-Truist/Balentine duo start an RIA, Raymond James grabs a team from Wells Fargo and Janney names a new head of advisor recruiting.
Read More -
IRS ends Direct File program
The Internal Revenue Service has shut down its Direct File free tax-filing program, sending an email to the 25 states that offered it this year.
Read More -
Schwab to buy private firm marketplace Forge for $660M
Schwab becomes the latest large wealth manager to cite the shrinking number of publc companies as a reason to help regular investors get into private markets.
Read More -
Protecting wealth management data in the age of AI
Bad things can happen when advisory firm employees experiment with shiny new AI applications. An innocent "test drive" could trigger data breaches and compliance snafus.
Read More -
Merrill execs to investors: We'll bring in $150B in new assets a year
Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."
Read More -
The risks behind retail investors' fervor for private markets
A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.
Read More -
You're recording the meeting. Is your client, too?
AI note-takers have become increasingly common among advisors. So has the use of wearable AI recording devices among the general population. What happens when the tables are turned?
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