Next Generation Advisors

Ritholtz Wealth Management’s director of institutional asset management also explains how generating content has proved indispensable in growing the firm’s business.

In the early stages, it takes confidence, support, and advocacy from mentors to get ahead.

Mercer Advisors’ Kelly Gaur left private banking for the promise of independence and ownership at an RIA.

Wealthspire’s Zach Mangels helps Gen Xers plan so that they can simultaneously help support adult children, care for aging parents, and cope with potential job loss.

It isn’t enough to embrace change. By going a step further and seeking out challenges, advisors can grow their firms while more effectively serving clients.

Financial advisors should bring female clients into the conversation early and show them how a long-term financial plan can help manage risks and enable them to achieve their goals.

The pair wrestled with succession, the prospect of debt, talent shortages, client continuity—before choosing a partner.

The senior advisor says the job offers intellectual challenge, autonomy, high compensation, and the flexibility to raise a family.

Advisors explain why abusive behavior, fee haggling, and broken trust cost more than lost revenue.

Financial advisors can play a role in training the next generation via internships, but poorly run programs can hurt firms and discourage interns.

The wealth advisor and her team at the 545 Group in Silicon Valley manage about $50 billion for tech founders and assist them with complex planning needs.

With trillions of dollars soon to be inherited, financial advisors are learning the essentials of working with two or more generations of a family.

As ad costs soar and younger investors grow wary of mass-market financial advice, many firms are abandoning splashy TV buys.

Third View Private Wealth co-founder Frank McKiernan says advisors need to offer wealthy clients access to private investments as well as integrated planning services.

Siebert Financial’s Natasha Howe turned a weekend calling gig into a wealth management career, serving corporate employees and social-media influencers.

Advisors benefit when accountants refer clients, but the most fruitful partnerships go much deeper than a simple handoff.

The West Side Campaign Against Hunger is tapping expertise from banks and wealth managers to solve problems and help it feed more people.

The head of wealth management at Ellevest says female clients don’t necessarily want female advisors, but they do want to feel seen and heard.

The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% were racially or ethnically diverse.

Financial advisors explain how they weigh client relationships, ethical boundaries, and conflicts when their clients split up.

Rogers, a partner at Angeles Wealth Management, says advisors need to determine investors’ specific values through deep conversation and then tailor investments to them.

Jackie Prideaux, a next-generation advisor at Brighton Jones, says most people are more fulfilled when there is meaning attached to their wealth.

Even if you haven’t saved a lot of money yet, a financial advisor can remove the guesswork from managing your finances and help you avoid costly mistakes.

Using a recruiter, conducting in-person interviews, and refining the process have helped advisors weed out bad candidates.

When Dave Zoller started his YouTube channel, barely anyone watched. Now it generates more client leads for his firm than it can handle.