Advisors Want More Than Independence
A new DeVoe & Company survey, reported by AdvisorHub, points to a troubling trend among RIAs: attrition is ticking up. Nearly one in ten RIA leaders said they are experiencing “much higher” advisor turnover than before, while another 20% reported “somewhat higher” levels of departure. The reason? A lack of career development and training. According […]
Another Big BD Set To Add Fees: How Much Are You Paying?
Another headline-making wealth management firm has announced a new layer of fees on client accounts. It’s part of a growing industry trend, firms quietly introducing additional charges that often fly under the radar. Here’s the challenge: most advisors don’t actually know what they’re paying in fees. Many haven’t reviewed their costs in years, assuming the […]
Two-Minute Drill: There’s Still Time to Win Big With A Transition Before Year-End
Football season is kicking off, and if you are an advisor considering a move, it is hard not to draw a parallel between this moment on the calendar and the two-minute drill. In football, the two-minute drill is not about panic or desperation. It is where the boldest plays happen. The pace gets faster, decisions […]
RayJay Put $1.54B on The Table In Recruiting Wars
Raymond James is putting serious money behind its recruiting push. The firm has grown its recruiting loan balances nearly 20 percent over the past year to $1.54 billion, a clear signal that leadership is serious about attracting top producers. CEO Paul Shoukry has described the firm’s recruiting pipeline as “robust” and accelerating at a pace […]
The Death of Dial-Up: What It Means To Advisors
In September 2025, AOL will finally shut down its dial-up internet service, ending more than 30 years of a connection method that once defined how millions experienced the online world. For those who remember the whirring modem tones and the thrill of seeing “You’ve Got Mail,” dial-up was more than a technology — it was […]
The $2.5 Trillion Dollar Elephant In The Room
According to Cerulli Associates, 37% of financial advisors are set to retire in the next decade, and those advisors collectively manage more than $10 trillion in assets. That alone is a generational shift. But here’s the part that should sound the alarm: 1 in 4 of those advisors don’t have a succession plan. That’s roughly […]
Raymond James Is on a Recruiting Tear — and That’s No Coincidence
While some firms are still calibrating their recruiting strategy, Raymond James is dominating the transition market—and making it look easy. In just the first few weeks of July 2025, Raymond James announced 10 high-profile advisor additions representing more than $4 billion in assets under management. These aren’t lateral moves or junior hires. They’re veteran producers […]
Why Financial Advisors Should Take a 12-Hour Walk
In a profession built around productivity, performance, and precision, the idea of taking 12 hours to walk alone—with no phone, no music, and no destination—might sound impractical, even indulgent. But that’s exactly the point. You might have seen or heard about the 12-Hour Walk online. Popularized by endurance athlete and author Colin O’Brady, the concept […]
Advisor Tech: Who’s In (and Winning) the AI Race?
Is your BD putting AI to work—or putting it off? In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences. It is actively reshaping client service, productivity, and business […]