Essential Financial Advisor Metrics: AUM, ARPC, and Profit Growth

Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.
Morningstar

Merit Financial Advisors Strengthens Leadership Team to Accelerate Firm Growth and Advisor Success

Merit Financial Advisors Strengthens Leadership Team to Accelerate Firm Growth and Advisor Success Provided by PR Newswire Nov 14, 2025, 6:00:00 AM Merit Financial Advisors Strengthens Leadership Team ...
Financial Planning

We reviewed 5 years of regional 40 under 40. Here's what we learned

What's better than a deep-dive review of 40 under 40 data? Two deep dives, of course! If you missed it, Financial Planning recently took a look back at the last five years of its 40 under 40 data to ...
SmartAsset on MSN

How to create KPI-based bonuses for financial advisors

If you'd like to incentivize your team, you may consider introducing key performance indicator-based bonuses as part of your ...
Financial Advisor

Career Growth, Credibility And Client Trust: A Next-Gen Advisor's Perspective

Ben Zwief of Crescent Grove Advisors discusses the obstacles young professionals face when trying to build a sustainable career in wealth management.
Fairfax County Times

Set yourself up for financial success in the new year

The sticker shock of the holidays can often make people more mindful of how they spend their money as they head into the new ...
Forbes

How To Find The Right Financial Advisor — 10 Key Questions To Ask

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...