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Prospective client leads are tremendously important to organic growth, and they can be quite expensive. Here's a guide for RIAs on how to understand them and craft a lead gen strategy. #RIAs #wealthmanagement #financialadvisors bit.ly/40tMXfm

What’s it take to have a true family office? More than what a lot of wealth managers are offering, critics say. #wealthmanagement #financialplanning #familyoffices bit.ly/4f1h6bT

AI usage is the top priority for compliance officers, according to a new survey by IAA, ACA Group and Yuter Compliance Consulting. Here are the main reasons why: #compliance #artificialintelligence #wealthmanagement bit.ly/4lH25yF

"If a conference itinerary is filled with noninteractive lectures featuring slide-deck marathons, it’s probably not worth your time," says Investments & Wealth Institute CEO Sean Walters. #wealth #events #professionaldevelopment bit.ly/40s4aWz

Making sure important financial information is updated and accessible is essential to estate planning. A new solution from Carefull seeks to automatically sync this client data. #estateplanning #greatwealthtransfer #wealthmanagement bit.ly/4kPKTWk

Calling all financial planners! Stay on top of industry trends while earning an hour of CE credit from the CFP Board or Investments & Wealth Institute. Check out FP's latest continuing education quiz now. #CFPs #continuingeducation #professionaldevelopment bit.ly/45fdjo1

Family offices offer an incredibly broad range of services. What they have in common is the goal to help clients’ preserve family wealth. #financialplanning #familyoffices #wealthmanagement bit.ly/44Kt1re

Thousands of financial advisors, some with concerning records from federal regulators, appear unblemished on the CFP Board’s LetsMakeAPlan search tool. Potential clients must dig through fine print to find links to BrokerCheck profiles that may contain dozens of disclosures. Read

The probe adds to federal scrutiny of Morgan Stanley's risk controls and wealth management practices. The firm says it's strengthened its vetting systems. #FINRA #moneylaundering #wealthmanagement bit.ly/4kZtDOt

“You can't keep a passionate person away from their craft,” said Carl Rodriguez of NX Automotive Transport. “Especially if they have the buying power. ... Enthusiasts with taste will still go for these vehicles.” #investing #wealth #cars bit.ly/3J0VAbd

A new federal student loan cap changes the calculus, especially for those reaching for pricey advanced degrees. #studentloans #financialadvisors #college bit.ly/4mddEgQ

Deregulation in the air? Contrary to what you might think, that’s the time to tighten up a firm's compliance infrastructure, says @Mirrorweb CEO David Clee. #regulation #SEC #compliance bit.ly/4o6dwBw

Pop quiz for financial planners! What’s the minimum balance range that #HSA custodians typically require savers to have in order to unlock investment options? Check out FP’s latest CE quiz today: #CE #quiz #financialadvisors bit.ly/450NzKH

Average annual revenue per financial advisor jumped by double digits at Ameriprise Financial in the second quarter, but the company's wealth earnings slipped compared to 2024. Here's why. bit.ly/4f6ehpS

.Raymond James no longer reports advisor headcounts during quarterly earnings calls. But on Wednesday the firm said when it came to advisor recruiting, it hadn't “seen this type of acceleration in activity since the financial crisis.” #raymondjames #wealth #earnings

This Saturday marks the 35th anniversary of the landmark Americans with Disabilities Act that prohibits discrimination against disabled people in public spaces. Here’s how financial advisors can better support disabled clients. #wealthmanagement #disability #ADA

House Republicans plan to try to pass another tax bill designed to incorporate provisions of OBBBA that didn't make it into the new law. But Senate lawmakers may have other ideas. #tax #OBBBA #Trump #wealthmanagement bit.ly/4kRVZKj

A new study called for the incorporation of data science, predictive analysis and stress management to more traditional areas of focus like asset management and retirement advice. #financialplanning #wealthmanagement #therapy #money bit.ly/4lW5GbW

The exodus continues at UBS. #financialplanning #wealth #advisormoves bit.ly/44Qdt5a

Advisors used to rely on FedEx to send clients paperwork during a firm transition. These days, technology is helping to smooth the process. #wealthmanagement #advisormoves #ria bit.ly/451bkT2