Social Security And The High Net Worth Client
Rob Schultz discusses how Social Security claiming decisions fit into tax planning, retirement cash flow, and long-term planning for high-net-worth clients.
ARTISANCAP
News & Press
Wealth Solutions Report
Why More Resources Do Not Always Translate to Better Advisor Experiences
Jodi Johnston explores why a thoughtful, human-centered support model—not an ever-expanding set of tools—creates a better advisor experience.
Next-Gen Advisors Aren’t Looking for a Firm. They’re Looking for an Entrepreneurship Platform.
Shehab Mohammad explores why emerging advisors increasingly seek an entrepreneurship platform that pairs independence with practical business support.
For Investors, Finding The Right Advisor Begins With Asking The Right Questions
Shehab Mohammad outlines the questions investors can use to assess whether an advisor’s approach, experience, and fit align with their financial needs.
The Broker-Dealer Relationship At The Center Of Hybrid RIAs
An overview of why hybrid RIAs rely on broker-dealers for product access, compliance support, and client-serving flexibility—and the operating complexity that follows.
Technology: The Great Relationship Enabler
A look at optimizing AI and technology tools so advisors can maintain a human-first model of client service.
How to Know if Your Hybrid RIA Works as Hard for You as You Work for Your Clients
Shehab Mohammad offers a framework for advisors assessing whether a hybrid RIA delivers the infrastructure, flexibility, and support their businesses need.
Forestalling Today’s Financial Advisor Shortfall: The Rise of Mid-Career Advisor Recruiting
Jim Roth examines the growing need to recruit and develop mid-career professionals to help address the financial-advisor shortage.
Fiduciary Vs. Suitability Standards: Do Your Clients Understand The Difference?
Shehab Mohammad explains the distinction between fiduciary and suitability standards and why clients should understand how their advisor is obligated to serve them.
Hybrid RIA Artisancap Announces Year-Over-Year AUA Growth of $3.4 Billion
ARTISANCAP announced $3.4 billion in year-over-year assets under advisement growth, reflecting continued expansion across its advisor platform.
Artisancap continues growth trajectory with year-over-year AUA growth of $3.4bn
A closer look at ARTISANCAP's growth trajectory and the momentum behind its expanding independent wealth management platform.
Artisancap Reports AUA Growth of $3.4 Billion Year-Over-Year
Digital Wealth News reports on ARTISANCAP's $3.4 billion year-over-year increase in assets under advisement.
Artisancap Adds $3.4 Billion In Assets Since January 2025
Coverage of the firm’s asset growth since January 2025 and the advisor relationships helping drive its continued expansion.
If We Don't Build the Next Generation of Advisors, Who Will?
A perspective on the industry's responsibility to develop emerging talent and build a stronger next generation of financial advisors.
How Established RIA Firms Attract Advisors Seeking Independence
A look at how established RIA firms can give advisors meaningful independence without asking them to give up scale, support, or infrastructure.
Beyond AUM - Redefining Advisor Success
A perspective on measuring advisor success beyond assets under management, including the client and business outcomes that matter.
Why Financial Advice Should Be Treated Like A Form Of Art
An argument for treating financial advice as a craft that combines technical expertise with judgment, empathy, and a distinctly human point of view.
