Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.
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The new rule comes after advisors had expressed concerns about personal safety and data privacy.
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Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.
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The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.
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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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Bear markets come with checklists of savvy moves to make for investment portfolios.
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As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.
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An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.
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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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Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.
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Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.
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With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.
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- Sponsored by ADP Accounting
- Sponsored by ADP Accounting