When Choosing a Financial Adviser, Trust Trumps All
Research on RIA preferences finds plenty of common ground across ages and genders, but more women prefer a well-known brand.
Mark Henricks
December 17, 2025
Pedestrians pass in front of Bank of New York Mellon Corp. branch in New York, U.S., on Wednesday, Aug. 10, 2011. BNY Mellon was accused by Florida and Virginia in a lawsuit of allegedly failing to give the states the best possible prices when making foreign-currency trades for their state pension funds. Photographer: Guy Calaf/Bloomberg
Guy Calaf/Bloomberg
