Insights | Etico

How to Scale Your Financial Advisory Practice

Etico — Sat, 25 Oct 2025 05:00:00 GMT

The Complete Guide to Technology, Support & Strategic Growth for Independent Financial Advisors

Why Are So Many Financial Advisors Struggling to Scale Their Financial Advisory Practice?

The Small Market Advantage: Proven Growth Strategies for Independent Advisors

Etico — Tue, 09 Sep 2025 09:15:00 GMT

The independent advisory profession is at a turning point. Demand for trusted financial guidance is growing, yet the supply of qualified advisors is shrinking.

Etico Accelerates National Expansion with Key Leadership Hires and Independent Advisor Partnerships

Katie Godbout — Thu, 14 Aug 2025 11:00:00 GMT

At Etico, growth isn't just about numbers-it's about building a stronger community of independent advisors who have the freedom, tools, and support to thrive. This year, that commitment has taken a major leap forward.

Best Cities for Independent Financial Advisors in 2025: Why Etico Is Growing in These 5 Markets

Joe Leo — Wed, 23 Jul 2025 07:30:00 GMT

If you're an independent financial advisor-or considering breaking away-location still matters.

What the 2025 Social Security Trustees Report Means for Financial Advisors and Their Clients

Joe Leo — Fri, 06 Jun 2025 10:45:00 GMT

Social Security is on track for shortfalls-and your clients are paying attention.

Etico Announces $10M Growth Investment to Expand Independent Financial Advisor Platform

Etico — Mon, 26 May 2025 05:00:00 GMT

Etico has secured a $10 million investment from Eos Ventures, a global venture capital firm focused on modernizing financial services. The funding will accelerate Etico's growth strategy and further strengthen the infrastructure, transition support, and technology platform that powers independent advisor success. Etico's financial advisor growth platform was built to help independent professionals scale without losing control of their client experience.

Longevity. Succession. Disruption. Is Your Firm Ready?

Etico — Fri, 25 Apr 2025 05:00:00 GMT

What LPL's Acquisition of Commonwealth Means for Independent Advisors

Etico — Sat, 19 Apr 2025 09:15:00 GMT

The financial services landscape is shifting again. LPL Financial's recent $2.7 billion acquisition of Commonwealth Financial Network has captured industry attention, adding 2,900 advisors and $285 billion in assets to LPL's growing platform.

The Hidden Risk in Your Advisory Practice: Why Succession Planning Can’t Wait

Etico — Sun, 13 Apr 2025 09:30:00 GMT

Future-Proofing Your Firm in a Changing Industry

For independent financial advisors-especially those in smaller markets-the reality of succession planning often takes a backseat to daily client management. But here's the problem: 37% of advisors will retire in the next decade, and 80% of firms are sold externally, not passed down internally. Without a structured plan, advisors risk losing firm value, disrupting client relationships, and leaving money on the table.

Market Volatility in 2025: What Advisors Need to Watch

Etico — Tue, 01 Apr 2025 09:15:00 GMT