A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.
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A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.
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Punitive damages, disclosures over employment terminations, the statute of limitations for bringing claims — FINRA is asking about it all in a series of more than 60 questions about revamps to its arbitration procedures.
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A recent alert from the U.S. Securities and Exchange Commission flags ongoing compliance gaps in testimonials, endorsements and third-party ratings as scrutiny shifts to real-world practices.
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Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.
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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.
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Less than a third of firms have a formal, documented plan in place, according to this month's Financial Advisor Confidence Outlook survey. Experts say this is a dangerous state of affairs.
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Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.
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Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.
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Red flags may abound, but so do arguments for an extended equities streak. Keeping clients on an even keel is crucial.
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Agentic AI will continue to automate financial planner workflows — and that's a good thing.
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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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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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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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Jeff Garzik is co-founder of Bloq and the CEO and lead engineer at Hemi Labs. One of the original creators of open-source bitcoin software, Jeff spent five years as a core bitcoin developer. He spent another decade shaping the Linux kernel, which currently runs on Android devices worldwide.
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Vardan Pogosian is a CPA and a former IRS agent who brings an insider's perspective to clients in advanced tax planning and IRS representation. As a tax auditor for the IRS for nearly ten years, he has served with both the Small Business/Self-Employed Division and the Large and International Business Division.
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