Perspectives

Build your business and stay ahead of trends, with fresh perspectives and useful insights.

Featured content

Returning to the office? Here's your five-step cyber prep list

As you return to your office, here are five ways to make your transition as smooth and secure as possible.
Three types of insurance every firm should consider

Insurance that protects your RIA firm and your clients' assets from devastating losses is essential. Consider these options to mitigate risk and help safeguard your practice.
Cultivating your tech strategy: Tips from other advisors

How can you evolve your tech strategy without upending your practice? Check out these tech tips from advisors who have been in your shoes.

Learn how to capitalize on industry trends and grow your business.

What's next in advisor tech?

Emerging tech can help advisors better align portfolios with client needs while streamlining their practices.
5 secrets of tech success

Done right, technology upgrades can help advisors focus their time on clients. Some key steps can help firms avoid potential pitfalls.
Get to know the three most powerful letters in advisor tech: API

Using technology that lets software programs communicate with each other means less work for you and better service for your clients.
Delegate these tedious but critical chores to technology

Digital tools can help streamline many tedious administrative tasks and can give you more opportunities for meaningful client interactions.
Tech's hidden ROI

Strategic RIAs use technology to deliver more for their clients, which translates into ROI. Find out how.
Four ways to help clients maximize charitable giving impact in 2021

Help your clients take advantage of the current favorable environment to maximize their philanthropic impact and minimize taxes.

Keep up with regulatory changes and emerging risks to protect your clients and your business.

Three ways COVID-19 changed mergers and acquisitions

Mergers and acquisitions continue to surge, but the way deals get done has changed. Here are three stories of how RIA firms adjusted during the COVID-19 pandemic.
Returning to the office? Here's your five-step cyber prep list

As you return to your office, here are five ways to make your transition as smooth and secure as possible.
Three types of insurance every firm should consider

Insurance that protects your RIA firm and your clients' assets from devastating losses is essential. Consider these options to mitigate risk and help safeguard your practice.
RIA Washington Watch

A divided Congress struggles to find consensus on key issues while the SEC chairman outlines an ambitious agenda of regulatory initiatives impacting investors and advisors.
Table stakes security

Remote working and the increased reliance on technology offer cybercriminals new opportunities. Your network as well as your team play a role to keeping the system secure.
Washington settles into 2021

As policymakers begin work on their 2021 agendas, what can independent investment advisors and their clients expect to see?

Get expert commentary and peer insights to help enhance client relationships and adapt to investors' changing needs.

How to plan for the rise of Gen Z

They're smart, they care, and they've seen a lot of ups and downs. Here's what Gen Z investors will need when they turn to an advisor.
Becoming a financial advisor for the whole family

Multi-generational planning can help advisors build strong financial plans and create opportunities to serve younger generations in the future.
Cultivating your tech strategy: Tips from other advisors

How can you evolve your tech strategy without upending your practice? Check out these tech tips from advisors who have been in your shoes.
Technology to make clients love your practice

Your practice's digital channels make an impression on clients. Here's a look at how technology can help enhance your clients' experiences.
Digital is personal: How tech enhances relationships

Tech doesn't replace the value of good advice. It helps you do what you do better. See how tech can help build stronger relationships.
Surprise and delight your clients

The first step to showing clients you appreciate them is by understanding their passions, their values, and even their aversions.

Recruit and retain the best talent for your firm and strengthen your leadership skills.

Spend more time with your clients through outsourcing

Outsourcing can help deepen client relationships, boost your assets under management, and increase your revenue.
What's the key to gender diversity? Inclusion

Find out how a commitment to inclusion can accelerate your gender diversity goals.
Six Key Behaviors of Inclusive Leadership

The makeup of the American population has been changing steadily in recent years, and likely to continue long into the future.
Are your leaders aligned?

Effective leaders drive positive change, but they can’t do it alone. It takes strong teams to manage change successfully.
Establishing a clear vision

Advisors often talk with clients about the importance of staying focused on their goals. Too often, however, they aren’t taking the goal-setting advice when it comes to their own businesses. Here’s five easy ways to help your team develop and pursue a shared purpose.
Defining clear roles and responsibilities

Not clearly understanding roles can make it much more difficult for a team to pursue its shared goals. Use these tips to create role clarity—and help team members do their best work

Build an engaging brand and attract new clients to your firm.

The client of your dreams

The better you understand your ideal client, the more you can do to attract and retain others just like them.
Video could be your marketing's missing link

A video strategy can help your RIA firm tap into new markets and strengthen old relationships. Here are 10 tips to get you started.
Study results: High-net-worth investors weigh in on marketing that works

Most high-net-worth individuals got where they are by knowing what they want out of life. We sought to uncover what they want in a financial advisor.
What if your firm started a podcast?

With a podcast, your firm can communicate to thousands of potential clients in an intimate, one-on-one format.
How to build a better RIA website

Every RIA website is a work in progress. Smart advisors keep working to maximize their firm's digital potential.
Is your website a lead capture machine?

A clear, compelling landing page can help you collect leads and drive firm growth.