Online paid directories. Third-party referral services. Client testimonials. There are any number of different marketing levers that financial advisors can push or pull to try to grow their business. But which ones really deliver ROI for advisory firms, and which don’t?
New insights from in-depth surveys and datacompiled byMichael Kitces’ research division illuminates everything from the most popular types of in-person networking to which social media strategies are a bust for advisors.
From young professionals who have just a handful of years into the industry to career changers committed to making an impact their chosen new field, the 2026 cohort ofFinancial Planning Rising Starsshows how individuals can influence an industry.
This year, 10 dedicated planners made the cut:Gabbi Cerezo, CFP®,Marigny deMauriac,Uziel Gomez, CFP®, AFC®,Kelly (Porter) Guadagnino, CPA, CFP®,Matthew Mintz, CFP®, CPWA®, CEPA®, CRPC™,Victoria Tejeda, CFP® , EA,Chukwudi Uraih,Cristina Wiebelt-Smith, CPA, RICP®,Sydney Woodward, CFP®andPatrick Yaghoobians, CFP®. Join us in congratulating them, and learn more about these extraordinary professionals now:
As client asset totals rise, do wealth management firms need to add more advisors? Two major Wall Street names seem totake very different approaches to advisor recruiting.
Bank of America’sMerrill Lynch, having revived its recruiting efforts in recent years, says it’s still on the recruiting path — which its recruiting loan balance seems to back up.Morgan Stanley, traditionally an aggressive recruiter, is also hopeful that AI can help advisorstriple their client households.
“Journey to One” was an ambitious project — consolidating nearly 10 broker-dealers under theOsaicbanner — one that CEO Jamie Price referred to after the fact as a “journey through hell.”
Across and after the integration, the firm saw elevated advisor departures, and plenty of executives heading to the exits as well. Now that the dust has settled,here’s how Price is envisioning the next chapter in the firm’s new journey.
