Subscribe

More fee-for-service models, please!

Dana Rhodes of Axtella

Axtella executive says the advice industry faces challenges in connecting with younger clients.

Everybody wants to rule the world. And millennials and Gen Zers are starting to play a bigger role in the wealth management and financial planning market.

Dana Rhodes, senior vice president of advisory services at Ann Arbor, Michigan-based Axtella, a network of two broker-dealers and an RIA, say

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Want to go RIA? Here’s where to start

Prospective RIAs see the potential for more profit and flexible but there are some fundamentals you need to figure out first.

Investors want ‘more personalization’ when it comes to ESG

Greenwashing scared off many investors but advisor says the key is helping clients gain a deeper understanding of what matters to them.

InvestmentNews Awards excellence awardees revealed

The inaugural awards night on June 20 will celebrate the industry's best and brightest. Did you make the list?

Fidelity launches organic growth platform

New offering provides advisors with tools to help them acquire new business and expand their relationships with clients.

RIAs considering more private credit in portfolios: Study

Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print