The succession opportunities ahead are unprecedented in the wealth management industry, and the teams that will benefit most are those that begin preparing long before a prospective transaction is on the table.
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Advisor succession planning conversations should focus on the thoughtful transfer of relationships, responsibility, and knowledge.
Combining advisory practices can reap significant benefits, but the advantages are only realized when partnerships are built on aligned goals and a shared vision.
How advisors can use stories to transform abstract financial concepts into experiences clients can understand and remember.
How advisory teams can use AI to improve the quality of their thinking, strengthen collaboration, and challenge assumptions before important decisions ever reach a client.
When it comes to advisors' use of AI, trust isn’t a technology issue, it’s a relationship issue – particularly for women.
Key items women should have on their financial checklists to help close the retirement savings gap and stay on track toward long-term financial security.
How advisors can intentionally develop a stronger, more dynamic presence to drive referrals.
Our 2026 Investor Survey highlights why it’s important for advisors to be open with clients about how they’re implementing artificial intelligence (AI) in their practices.
As AI reshapes the financial planning industry, emotional intelligence is becoming a critical differentiator for advisors.
A closer look at one of the key findings from Janus Henderson’s 2026 Investor Survey, which sought to gauge investor sentiment around AI.