A September 2025 Cerulli Associates survey revealed that only 27% of future inheritors intend to keep the financial advisor used by their benefactor. With an estimated $120 trillion in wealth expected to transfer over the next 25 years, this reality presents a significant and imminent challenge for RIAs: the potential erosion of client assets across generations.    To safeguard against this attrition, advisors must think beyond traditional engagement tactics. The firms that

The wealth management industry is undergoing profound change. Registered Investment Advisors (RIAs)  that want to remain competitive in the decade ahead must adapt to shifting client expectations today. Increasingly, investors are looking for more than portfolio management; they want convenience, comprehensive solutions, and relevance across every stage of their financial lives. For RIAs, the opportunity is clear: evolve from a traditional custodian-dependent model into a tru

As mortgage rates begin to decline in 2025 , Registered Investment Advisors (RIAs) are facing a unique opportunity to help clients rethink one of the largest assets on their balance sheets: home equity .    According to recent data from Cotality, U.S. homeowners are now sitting on over $34 trillion in home equity —a historic high. Yet many of these homeowners aren’t leveraging this wealth. Instead, they’re focused on paying off mortgages, with 40% of households now owning the

We’re Proud to Announce: We’ve Achieved SOC 2® Type 1 — A Major Milestone in Our Commitment to Serving RIAs and Independent Financial Advisors     At Fispoke, we’re excited to share that we have successfully completed our SOC 2® Type 1 attestation — a major trust and security milestone that underscores our commitment to serving RIAs with the highest level of institutional rigor.    This achievement reflects our belief that wealth management firms should never have to compromi

Fispoke is excited to announce an integration with Wealthbox. Fispoke enables financial advisors to strengthen and deepen their client...

As an independent advisor, you strive to be your clients’ first call—no matter the financial question. But what if there’s a critical...

As artificial intelligence transforms the financial industry, a key question emerges for independent advisors: How do RIAs stay relevant...

Want to Grow Your RIA Without Giving Away Equity? Here’s How. M&A activity in the independent advisor space isn’t slowing down—but too...

As client expectations rise, Registered Investment Advisors (RIAs)  are being called to deliver more than just investment management....

With an $83.5 trillion wealth transfer underway, RIAs that quickly evolve to retain and grow with the next generation won’t just offer...

Every dollar in a client’s portfolio should have a purpose. But too often, we overlook one of the most underutilized tools in financial...