The future advisor gives up geography for market niches and focuses less on investment strategies in favor of better client outcomes, according to a panel at this year's virtual Morningstar Investment Conference.

Kimberly Sanders is head of LPL's Strategic Wealth Services, the first premium affiliation model in the IBD space.

Be open-minded about new ideas and solutions from beyond your office and professional network.

Both Skyview Partners and Live Oak Bank have experienced upticks in RIA borrowers.

If the collective vision for investment philosophy—who will be managing the portfolios and choosing what the best investments are for client portfolios—cannot be agreed upon, there is no reason to continue down the M&A path.

Why that percentage number should not be the be-all and end-all of your career.

Wouldn’t you love for this not to be just a time in which your organization survived, but that it actually evolved in ways that’ll enable it to thrive in unimaginable ways?

A strategic partner with experience managing the minutia of running an RIA practice can help select a breed of alternative investment platforms, integrated technology and more.  

Diversity and inclusion encourages us to appreciate and celebrate difference and create environments that do so, which opens up the possibility for creating the highest possible organizational performance.