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SmartReads/Advisor Resources/Industry Trends

Industry Trends

Latest Articles

Industry Trends

Millennials, Gen Zers Are Gaining Wealth, But Advisors Aren’...

September 23, 2025Read More

Industry Trends

Average Assets Under Management (AUM) for Financial Advisors

September 19, 2025Read More

Integrating ESG Investing Into Advisory PortfoliosSeptember 5, 2025
$1 Billion in AUM: Where RIAs Manage the Most Assets – 2025 ...August 13, 2025
Average Number of Clients Per Financial AdvisorAugust 12, 2025
4 Things Advisors Get Wrong About Tax-Loss HarvestingAugust 2, 2025
What Is the Directional Movement Index (DMI) Indicator? August 2, 2025
RIAs in These States Are Taking Advantage of Business Opport...July 24, 2025
These States Have the Most Potential AUM per Advisor – 2025 ...July 2, 2025
Artificial Intelligence (AI) in Wealth ManagementApril 24, 2025
How Advisors Can Use ChatGPT and AI to Grow or Streamline Bu...April 24, 2025
What Salary Do Financial Advisors Make After 10 Years?April 17, 2025

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset's services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user's account by an Adviser or provide advice regarding specific investments.

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Latest Articles

Advisors should consider video to connect with clients

Industry Trends

Millennials, Gen Zers Are Gaining Wealth, But Advisors Aren’...

September 23, 2025Read More

An advisor reviews the average AUM for financial advisors.

Industry Trends

Average Assets Under Management (AUM) for Financial Advisors

September 19, 2025Read More

Integrating ESG Investing Into Advisory PortfoliosSeptember 5, 2025
$1 Billion in AUM: Where RIAs Manage the Most Assets – 2025 ...August 13, 2025
Average Number of Clients Per Financial AdvisorAugust 12, 2025
4 Things Advisors Get Wrong About Tax-Loss HarvestingAugust 2, 2025
What Is the Directional Movement Index (DMI) Indicator? August 2, 2025
RIAs in These States Are Taking Advantage of Business Opport...July 24, 2025
These States Have the Most Potential AUM per Advisor – 2025 ...July 2, 2025
Artificial Intelligence (AI) in Wealth ManagementApril 24, 2025
How Advisors Can Use ChatGPT and AI to Grow or Streamline Bu...April 24, 2025
What Salary Do Financial Advisors Make After 10 Years?April 17, 2025