WealthManagement Edge

RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s...

Mike Durso spoke with Louis Diamond at RIA Edge about leaving Morgan Stanley to launch an RIA with support from Dynasty Financial Partners.