A looming shortage of financial advisors is forcing RIAs to rethink recruitment or risk falling behind. Demographic headwinds, an aging workforce, and slow influx of new talent are widening workforce gaps. In response, Firms must modernize their strategies, expand outreach to younger talent, and rethink the advisor role to meet surging client demand and sustain growth.

RECENT INSIGHTS

August 4, 2026

What great leadership really looks like in practice.

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August 4, 2026

Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...

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August 4, 2026

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

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