Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

When Dave Zoller started his YouTube channel, barely anyone watched. Now it generates more client leads for his firm than it can handle.

Financial advisors can’t make resolutions for you, but they can suggest them. Here is what four advisors recommend.

The agency says investors’ money disappeared overseas “through a web of bank accounts and crypto asset wallets.”

Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions.

Firm owners must scrutinize contingency provisions carefully before agreeing to sell.

In some statutes, muni income counts toward modified adjusted gross income, but in the OBBB, it doesn’t.

Whether it’s vishing, quishing, smishing, or old-school spear phishing, it takes more than instinct to spot cyberattacks.

In addition to helping clients fill financial gaps, younger advisors can also provide career advice for clients seeking new jobs or considering starting their own businesses.

Younger advisors are choosing gifts that connect with clients’ values and are sometimes opting for experiences over things.

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning.

David Bradford was the chief operating office of Drive Planning, which has been accused of a $300 million fraud.

Spartan Capital Securities allegedly made excessive trading a core part of its business model.

Investment pros lay out what could go right—and wrong—for stocks next year.

Advisors have had to comply with the Securities and Exchange Commission’s update to advertising for three years, but many are falling short on disclosures.

Financial advice firms looking to participate in the Schwab Advisor Network will generally need to manage at least $500 million in client assets.

The “Lynch,” referring to one of the firm’s founding partners, remains alive on advisor bios and some official corners of the wealth unit.

Sanctuary Wealth’s chief investment strategist expects a “’reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps.

Eye-catching pay packages should be weighed against business disruption in the transition year and beyond, advises Cetera Financial Group’s CFO.