As a one-man operation, Ricardo Reinking understands the importance of succession planning and protecting the future well-being of his clients. He also knows how important efficiency and organization are to his operations right now. Doing both well.

Chances are, your clients are working with you at least partly because of the way you manage their investments. Even planning-first advisors tend to rely on assets under management, and therefore, investment returns, for a portion of their revenue.

With 2022 firmly in the rearview, advisors and investors are starting to regroup around 2023. So we asked Brian Huckstep, Chief Investment Officer at Advyzon Investment Management (AIM), to share his forecast for the year now that we have a January.

Data from Advyzon’s 1,000+ advisors in 2022 shows that in the ongoing debate over the best way to bill clients, there may not be one right answer. To conduct our latest white paper, we looked at any Advyzon firms that use our platform for billing..

For financial news fans, 13F season is a mini holiday—a chance to see what some of the biggest names in money management bought and sold for the quarter. But, for many of us, 13F season is a logistical hassle.