As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
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The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.
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Merrill Video Pro wants to transform planners into their clients' most clickable content creators
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Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.
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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.
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To get a head start on the new rules, Janus Capitals Matt Sommer suggests these smart moves.
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Our columnist says clear standards have been set on what constitutes unconflicted advice.
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The advisor often feels as if the bank's viewpoint is this: Thanks for bringing us a revenue stream, now leave and be thankful we even gave you a job.
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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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Nearly 110 other advisors have left the boutique Commonwealth since April for firms including Raymond James, Purshe Kaplan Sterling, Cambridge Investment Research and Kestra.
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The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
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The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.
- Partner Insights from Orion Redtail
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Partner Insights from Baillie Gifford
