2024 Blog Roundup: Our Most Popular Articles of the Year

With 2024 now behind us, it’s the perfect moment to look back at the resources and insights that helped shape the year for financial professionals. Amid the demands of a busy schedule, it’s easy to miss valuable content that can provide meaningful guidance and support for your practice. To ensure you’re starting 2025 with all the right tools and strategies, we’ve compiled a list of our most-read blog articles from last year.

These articles cover key topics like risk management, scaling operations, and leveraging professional partnerships, offering practical advice to help you refine your approach. Whether you’re aiming to enhance client outcomes, streamline compliance, or position your firm for growth, this roundup is your opportunity to revisit the insights your peers found most engaging. Take a moment to explore these highlights and set the stage for another successful year.

5. How To Tax Loss Harvest: A Key Strategy for Direct Indexing Success

Tax loss harvesting (TLH) is a powerful strategy for maximizing after-tax returns, and this article breaks down how to implement it effectively as part of a direct indexing approach. Advisors appreciated the practical guidance on automating TLH to deliver consistent value to clients while differentiating their services in a competitive market.

Whether you’re new to direct indexing or looking to refine your TLH process, this resource offers actionable advice to help you deliver better outcomes for your clients. Take the time to explore how this strategy can become a cornerstone of your practice’s success.

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4. Top 10 Trading Scalability Tips for RIAs

Scaling trading operations effectively is essential for RIAs looking to manage growth without sacrificing efficiency or client satisfaction. This article presents ten actionable tips for overcoming common challenges, such as automating portfolio models, integrating investment portals, and streamlining order execution. Advisors who adopted these strategies found them critical for maintaining seamless operations as their firms expanded.

If your practice is poised for growth, these insights can help you optimize your trading processes and ensure you’re ready to meet the demands of a larger client base. Dive into this article to explore the tools and techniques that make scaling achievable.

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3. Building Scalable Personal Trade Monitoring: Best Practices for Firms

Compliance is a critical component of running a successful advisory firm, especially as it grows. Louis Giannini's article provides a comprehensive guide to creating a scalable trade monitoring system that combines technology, processes, and reporting. Advisors appreciated the practical advice on maintaining operational integrity while streamlining compliance efforts.

Whether you’re establishing a system for the first time or refining an existing framework, this resource offers valuable insights to help you navigate the complexities of compliance with confidence. Don’t let regulatory challenges hold your firm back — learn how to build a system that grows with your business.

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2. Leveraging CPAs as Centers of Influence to Grow Your Advisory Practice

Don't miss this article from Michael Folker, president of Orion OCIO, on how partnering with CPAs as centers of influence (COIs) can be a game-changer for expanding your network and driving referrals. This article outlines actionable strategies for building these professional relationships, including leveraging your existing client network and hosting educational events. Advisors who implemented these tips found them instrumental in creating a pipeline of referrals while elevating the level of service provided to their clients.

By fostering collaborative partnerships with CPAs, you can enhance your practice’s reputation and establish a steady flow of new opportunities. Explore this resource to learn how to position yourself as a go-to advisor in your professional network.

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1. 4 Risk Analytics Features That Help Advisors Grow

Effectively managing risk is a cornerstone of financial advisory success, and our most-read article from 2024 explores four indispensable tools to help you do just that. From risk tolerance assessments that align investments with client goals to portfolio stress testing that anticipates potential challenges, these features empower advisors to provide proactive and personalized guidance. Readers found these insights invaluable for strengthening client relationships and building trust through transparent communication.

As you aim to grow your practice, these tools can serve as the foundation for offering tailored advice that resonates with clients. Don’t miss this opportunity to explore how innovative risk analytics can enhance your advisory services and position your firm for long-term success.

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These articles represent some of the most impactful content we’ve shared this year — and for good reason. They offer actionable insights and strategies that can help you level up your advisory practice. As you plan for the year ahead, revisiting these topics can provide fresh perspectives and ideas to help you refine your approach, overcome challenges, and seize new opportunities.

From optimizing risk management to mastering compliance or scaling operations, these resources are tailored to meet the needs of today’s financial professionals. Take the time to explore each one, and think about how the insights apply to your unique practice. Whether you’re focusing on enhancing client outcomes, streamlining your processes, or driving growth, these articles are here to support your goals.

Which article will you dive into first to set yourself up for success in 2025?