The RIA holding company reports a 30% rise in revenues and 30 M&A deals.
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A dozen Senate Democrats and an Independent lawmaker have re-introduced a bill that would impose a minimum 30% tax on high income tax payers who earn more than $1 million as a way to help reduce the ballooning federal deficit.
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Program managers and bank advisors may not agree on everything, but most likely they see eye-to-eye on one thing: the desire to increase an advisors production.
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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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The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.
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Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.
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Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.
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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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Altruist wants to take on Schwab, Fidelity in RIA market after $112 funding round: Wealthtech WeeklyPlus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.
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Startups were left reeling after SVB's failure. But there are challenges to serving young companies.
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A new analysis by Ceres found that pledges by financial institutions to combat climate change are at odds with their bankrolling of fossil fuel companies.
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