A financial advisor trying to keep up with financial advisor industry trends by reading the paper.

Practice Building

12 Financial Advisor Industry Trends to Watch in April 2026

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Artificial Intelligence

The 5 Types of AI Software Every RIA Should Know About

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An advisor asking a client for a referral.

Client Acquisition

How to Create a Financial Advisor Referral Program

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A wealth manager having a conversation with a ultra high net worth client.

Client Acquisition

What Ultra High Net Worth Clients Want From Wealth Managers

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A financial advisor working on reducing tax drag for a client.

Client Engagement

Tax Drag: What It Costs Your Clients and How to Manage It

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An investment advisor creating a business continuity plan.

Compliance

A Practical Guide to Business Continuity Planning for Advisors

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A financial advisor going over a onboarding checklist with a client.

Client Lifecycle

The Complete Client Onboarding Checklist for Financial Advisors

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An advisor on the phone with a prospect trying to get a new client, so that he can increase his AUM.

Practice Building

How to Consistently Increase AUM as an Advisor

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Compliance

What Are Regulatory Assets Under Management (RAUM)?

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A financial advisor shaking a high net worth client's hand.

Client Acquisition

How Advisors Can Find and Attract High Net Worth Clients

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