The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.
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From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.
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A new study from Envestnet looks at how end-to-end platforms, holistic advice and AI are moving the industry forward.
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Because advisors can't easily see, manage or bill on what sits outside a client's portfolio, it often goes ignored.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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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.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
- Tax TuesdayEvery TuesdayActionable ideas and savvy strategies advisors can use to guide their clients on tax matters. Delivered every Tuesday.
- RetirementEvery WednesdayAnalysis and strategies for all phases of retirement planning, including Social Security.
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- Best of the WeekWeeklyThe most popular stories of the week.
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A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.
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Advisors should coach their clients not only on their finances, but on health care options, as well.
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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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.
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Wells Fargo CEO Charlie Scharf also points to investments into the firm's independent channel as helping to retain advisors and curtail departures to other firms.
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JPMorganChase CEO Jamie Dimon said that his bank can improve its procedures to guard against fraud.
- Partner Insights from Orion Redtail
- Partner Insights from BILL
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Partner Insights from Baillie Gifford
