Practice Management

Unlock your potential and power advisory success with cutting-edge practice management research, insights, and services — all designed to help you take your business to new heights.

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Practice Management

The 2024 Influential Investor Segment Study

Want to future proof your practice? Our 2024 Influential Investor Segment Study findings reveal why four high-growth client segments may hold the key.

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Make It Easy

Get the latest practice management research and client-ready insights delivered straight to your inbox.

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Build Client Relationships

Effectively communicate and collaborate with clients to build trust and strengthen relationships.

Advisor Voices

Using Empathy and Technology to Improve the Client Experience: A Q&A With Jaime Quiros

Jaime Quiros of FBB Capital Partners shares his perspective on navigating difficult client conversations as well as technology’s role in optimizing operations.

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Practice Management

Raising the Wealth Management Bar for Gen X Women

Despite making remarkable economic strides, Gen X women feel vastly underserved. And they present advisors with the opportunity to grow their business while helping to close the gender wealth gap.

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Practice Management

Helping Investors Manage Emotions In Uncertain Markets

Market uncertainty can trigger knee-jerk reactions. Discover how advisors can help investors avoid counterproductive decisions and pursue their goals with confidence.

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Grow and Manage Your Business

As the industry evolves, find new ways to strengthen your brand, grow your practice, and plan for succession.

Practice Management

Internal Succession Planning: 5 Key Steps

Many retiring financial advisors plan to pass the baton to an internal successor. Learn best practices to develop talent and execute a seamless transition.

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Practice Management

Financial Advisor Paths to Succession: A Holistic Approach

Are you prepared to transition your practice? Learn about financial advisor succession planning, business continuity, and protecting the future of your business.

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MasterClass Insights

How Leaders Can Cultivate High-performance Teams

Strong teams are the driving force behind successful wealth management firms. Learn how advisors can create team dynamics that cultivate trust and innovation.

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Optimize Planning and Client Portfolios

Explore financial planning, portfolio construction, and outsourcing insights to help you scale and deliver long-term value for clients.

Model Portfolios

How Do Clients Really Feel About Model Portfolios?

Some advisors worry that outsourcing portfolio management might hurt their value proposition. Our research suggests that using model portfolios may actually boost client satisfaction.

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Model Portfolios

Due Diligence: 8 Factors to Consider When Selecting an ETF Model Portfolio

Given the growing number of model portfolio offerings, selecting one can be a complex task. This due diligence checklist offers eight factors to consider and can serve as a guide when evaluating ETF model portfolios and their providers.

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MasterClass Insights

Technology and the Future of Advisory Work

Learn how advisors can improve the effectiveness of new technologies and shape the future of work.

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Share Valuable Resources

Download and share these client-ready resources.

Latest Research

Access industry surveys and new research.

Advisor Voices

Hear from Industry Experts

Learn how top RIAs are overcoming the unique issues facing our industry today and glean insights that may be helpful in your own practice.

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MasterClass

Level Up Your Learning

Draw on the expertise of leading experts to help grow your business, keep pace with change, and better satisfy your clients’ evolving needs.

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Propel Your Practice Forward

We offer guidance and research on topics like strategic planning, client acquisition, and research to help you scale your business.

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Disclosure

Important Risk Disclosure

Investing involves risk including the risk of loss of principal.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

Unless otherwise noted, the opinions of the authors provided are not necessarily those of State Street. The experts are not employed by State Street but may receive compensation from State Street for their services.

Views and opinions are subject to change at any time based on market and other conditions.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.