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Posted on August 5, 2026
How AI Tools Are Supporting Capacity and Profitability in Financial Advisory Businesses
Artificial intelligence tools are prevalent in many aspects of our lives and our work, regardless of industry. When applying them to relationship-based businesses, like financial services and wealth management, however, the value is rooted in how...
Posted on June 16, 2026
New Research Reveals What the Next Generation of Financial Planners Wants from Employers
The survey, conducted by FP Transitions and the FinServ Foundation, found mentorship, meaningful work and clear career paths are essential, while students view AI as both an opportunity and a potential threat to entry-level development
Posted on February 17, 2026
Why Compensation Conversations Are a Leadership Strategy, Not an HR Exercise
These conversations can serve as touchpoints for deeper engagement, strategic alignment and long-term value creation.
Posted on January 2, 2026
Should RIAs brace for a pullback in deal valuations?
Eric Leeper of FP Transitions offers fresh perspective on M&A deals, why buyers are getting more discerning, and how would-be sellers can boost their practice value.
By Leo Almazora