Jul 19, 2025 View in Browser

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Analysis

Why the Number of BDs Could Drop 20% in 5 Years

By John Manganaro

"Clients, financial advisors, firms and the media all seem to favor the RIA model," consulting exec Chip Roame says.

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News

5 Marketing Moves to Draw Advisors to Your Firm

By Susan Theder

The new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra" — it's a must.

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Commentary

How Advisors Are Redefining Recruitment

By Samantha Sferas

While firms once led with eye-catching offers and signing bonuses, today's advisors approach transitions differently.

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News

Hightower Names Longtime Goldman Exec as Chief Advisory Officer

By John Manganaro

Scott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.

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Features

Learn All You Need to Know About the New Tax Law

By John Manganaro

On July 23, Professors William Byrnes and Robert Bloink will dig into Trump's "One Big Beautiful Bill."

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Features

A Conference's Message: To Reach the Next Level, Ask the Right Questions

By Timothy Welsh

At Affiliated Advisors' recent Advance gathering, conversations centered on asking "Who?" instead of "How?"

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Resources

Your AI Game Plan: How Advisors are Scaling with Fewer Tools and Smarter Automation

Sponsored by: Slant

Advisors often juggle a dozen tools, losing time to admin work. This eBook reveals how AI and smart automation can help you consolidate your tech stack, streamline workflows, and scale your practice while enhancing the client experience.

LEARN MORE

WEBCAST DATE: July 29, 2025

How Leading Firms Are Deploying AI Without Compliance Risk

Sponsored by Smarsh

Join us for this webcast packed with practical strategies from leading firms to embrace new platforms while ensuring regulatory compliance.

LEARN MORE

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