Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Is A Changing of the Guard on the Horizon for RIAs?

According to new research, nearly 40% of financial advisors plan to retire in the next 10 years. As advisor headcount growth remains stagnant and firms struggle to attract and retain talent, we could be on the verge of an advisor shortage—and that could mean a potential opportunity for younger investors to reshape the way business is done. This article from RIA Intel explains why we might soon see a changing of the guard in the RIA space.

[Read The Article]


Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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