Fixed-income ETFs are rapidly gaining popularity among advisors, driven by growing familiarity, diverse offerings and strong asset flows, new Cerulli research shows.
-
Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?
-
An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.
-
Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.
-
A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.
-
Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
-
One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.
-
The SEC hasn't put forward a new rule for advisors' use of AI since dropping a proposal earlier this year. Is the lack of regulation hindering innovation?
-
- RetirementEvery WednesdayAnalysis and strategies for all phases of retirement planning, including Social Security.
- Wealthtech WeeklyEvery ThursdayMust-read stories highlighted by our editors.
- Tax TuesdayEvery TuesdayActionable ideas and savvy strategies advisors can use to guide their clients on tax matters. Delivered every Tuesday.
- DaybreakDelivered Every WeekdayIdeas that impact your business delivered to your inbox every day.
-
As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
-
Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.
-
A tiered service model should make clients feel valued while helping the firm scale.
-
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
-
Schwab, Fidelity and Pershing face growing competition as the industry strives to do business with financial advisors in as many ways as possible.
-
Kyle Busch's lawsuit against Pacific Life and his former agent provides a window into issues around complexity, suitability and more in indexed universal life policies.
-
As independent brokerages compete for advisors, some offer larger payouts.
-
The annual ranking of the fee-only RIAs with the most assets under management — see the top firms.
-
This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
-
Sponsor Content from HUB International -
Partner Insights Orion Advisor Services, LLC -
Partner Insights Archive Intel -
Partner Insights Communify Fincentric
