Arizent Research Stats https://www.financial-planning.com/arizent-research-stats Arizent Research Stats en-US Fri, 10 Apr 2026 21:49:04 GMT 2026-04-10T21:49:04Z en-US <![CDATA[ Stubborn inflation drives advisors to raise fees ]]> https://www.financial-planning.com/news/stubborn-inflation-drives-advisors-to-raise-fees Fri, 10 Apr 2026 21:49:04 GMT 0000019d-7953-de65-ad9f-79d3684b0001 Dan Shaw 2026-04-10T21:49:04Z <![CDATA[ Half of advisors eschew asset minimums — here's what it gets them ]]> https://www.financial-planning.com/news/half-of-advisors-eschew-asset-minimums-heres-what-it-gets-them Tue, 07 Apr 2026 21:25:03 GMT 0000019d-69cd-dad0-a3dd-7dcf3a0b0001 Rob Burgess 2026-04-07T21:25:03Z <![CDATA[ Iran conflict pushes advisor sentiment to lowest in nearly a year ]]> https://www.financial-planning.com/news/iran-conflict-pushes-advisor-sentiment-to-lowest-in-nearly-a-year Mon, 06 Apr 2026 22:53:37 GMT 0000019d-64f3-dce0-a9bf-f7f75aee0000 Rob Burgess 2026-04-06T22:53:37Z <![CDATA[ Tax planners share tips for making April more bearable ]]> https://www.financial-planning.com/news/tax-planners-share-tips-for-making-april-more-bearable Thu, 26 Mar 2026 20:10:29 GMT 0000019d-2baf-df02-a1bd-2fbfb4110001 Rob Burgess 2026-03-26T20:10:29Z <![CDATA[ The AI tools meant to save time are burning out advisors ]]> https://www.financial-planning.com/news/the-ai-tools-meant-to-save-time-are-burning-out-advisors Wed, 25 Mar 2026 22:03:08 GMT 0000019d-26fc-d7d3-a9bd-eefca36f0003 Rob Burgess 2026-03-25T22:03:08Z <![CDATA[ Advisor outlook turns negative as Iran war escalates ]]> https://www.financial-planning.com/news/advisor-outlook-turns-negative-as-iran-war-escalates Mon, 09 Mar 2026 21:43:10 GMT 0000019c-d441-d0e6-a1bc-dcdb09d10001 Elijah Nicholson-Messmer 2026-03-09T21:43:10Z <![CDATA[ Referrals still rule as advisors pour time into their brands ]]> https://www.financial-planning.com/news/how-advisors-are-approaching-marketing-in-2026 Fri, 06 Mar 2026 17:21:44 GMT 0000019c-c396-d287-a59c-f7d70bac0001 Rob Burgess 2026-03-06T17:21:44Z <![CDATA[ What the SCOTUS Trump tariff decision means for portfolios ]]> https://www.financial-planning.com/news/what-the-scotus-trump-tariff-decision-means-for-portfolios Fri, 20 Feb 2026 23:03:28 GMT 0000019c-7d3a-d09f-a79f-fdffceb50001 Rob Burgess 2026-02-20T23:03:28Z <![CDATA[ Foreign equities top advisors' list for increased allocations ]]> https://www.financial-planning.com/news/foreign-equities-top-advisors-list-for-increased-allocations Tue, 10 Feb 2026 21:57:18 GMT 0000019c-4982-d922-ad9e-ffcf723d0001 Rob Burgess 2026-02-10T21:57:18Z <![CDATA[ Nearly 3 in 4 advisors say their firms invest in career development ]]> https://www.financial-planning.com/news/most-firms-offer-professional-development-opportunities Fri, 06 Feb 2026 22:22:18 GMT 0000019c-34f8-d7a3-a5fe-3ffc6c760001 Rob Burgess 2026-02-06T22:22:18Z <![CDATA[ The missing piece in most advisor succession plans ]]> https://www.financial-planning.com/news/experts-on-the-elements-of-a-successful-exit-plan Mon, 26 Jan 2026 21:22:32 GMT 0000019b-fc20-dd40-a7ff-fff65b0c0001 Rob Burgess 2026-01-26T21:22:32Z <![CDATA[ How advisors can avoid their 'biggest blind spot' ]]> https://www.financial-planning.com/news/obstacles-for-advisors-in-succession-planning Fri, 23 Jan 2026 20:22:51 GMT 0000019b-ec7e-d044-a1bb-ed7f726c0001 Rob Burgess 2026-01-23T20:22:51Z <![CDATA[ AI will reshape portfolio construction, say financial advisors ]]> https://www.financial-planning.com/news/ai-based-portfolio-recommendations-development-rising Mon, 12 Jan 2026 21:20:51 GMT 0000019b-b400-d3e2-ab9f-bee628ec0001 Rob Burgess 2026-01-12T21:20:51Z <![CDATA[ Why offsite meetings help RIAs set and reach their growth goals ]]> https://www.financial-planning.com/news/how-rias-use-offsite-meetings-to-reach-growth-goals Mon, 05 Jan 2026 19:52:55 GMT 0000019b-8fa3-dcca-a1df-8ff358df0001 Tobias Salinger 2026-01-05T19:52:55Z <![CDATA[ RIAs, wirehouses expect sweeping regulatory changes in 2026 ]]> https://www.financial-planning.com/news/rias-and-wirehouses-eye-regulatory-changes-in-2026 Wed, 24 Dec 2025 18:29:07 GMT 0000019b-518f-d991-afff-75cff5d20001 Elijah Nicholson-Messmer 2025-12-24T18:29:07Z <![CDATA[ Crypto caution: Advisors pulling back as bitcoin whipsaws ]]> https://www.financial-planning.com/news/more-advisors-decreasing-client-digital-asset-allocations Fri, 19 Dec 2025 21:04:31 GMT 0000019b-385d-df6d-a9fb-387fb3190001 Rob Burgess 2025-12-19T21:04:31Z <![CDATA[ What assets are wealth managers picking up versus dumping? ]]> https://www.financial-planning.com/news/exclusive-research-foreign-equities-are-top-advisory-asset Mon, 17 Nov 2025 21:50:49 GMT 0000019a-9240-d06c-a39f-977f3d8f0000 Frank Gargano 2025-11-17T21:50:49Z <![CDATA[ Advisors say this is their toughest challenge. Here's how they're solving it ]]> https://www.financial-planning.com/news/balancing-personalized-client-service-and-scaling Fri, 14 Nov 2025 20:46:01 GMT 0000019a-8411-d06c-a39f-877fe19f0001 Rob Burgess 2025-11-14T20:46:01Z <![CDATA[ Alarmingly few wealth firms have more than handshake succession deals ]]> https://www.financial-planning.com/news/the-problem-with-wealth-firms-having-no-succession-plans Thu, 13 Nov 2025 20:23:35 GMT 0000019a-7ed5-ddce-afbe-7ffd32a00001 Rob Burgess 2025-11-13T20:23:35Z <![CDATA[ Advisors steady clients as risk tolerance falls ]]> https://www.financial-planning.com/news/how-advisors-are-responding-to-falling-client-risk-tolerance Wed, 12 Nov 2025 21:42:01 GMT 0000019a-79eb-dc5e-a3fa-ffebcf1e0001 Rob Burgess 2025-11-12T21:42:01Z