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  • LEADERS
  • Featured Research
  • Practice and client management
    Trump's policies reshape investment strategies for advisors

    Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

    By Frank Gargano
    Data Reporter
    February 24
    President Donald Trump during an executive order signing in the Oval Office
  • Practice and client management
    Policy, economic concerns sinking advisor confidence

    Advisors reported that the speed with which President Trump seeks to remake Washington in the first few weeks of his second term also had clients on edge.

    Rob Burgess - head shot.png
    By Rob Burgess
    Reporter
    February 18
    Trump-Donald-Bloomberg
  • Technology
    Financial advisors tap AI for growth but face ethical hurdles

    The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.

    By Frank Gargano
    Data Reporter
    January 27
    AI symbol surrounded by hundred-dollar bills
  • FACO
    Advisors affiliated with broker-dealers most likely to leave

    Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.

    Rob Burgess - head shot.png
    By Rob Burgess
    Reporter
    January 23
    Job-interview-103018
  • Practice and client management
    Financial advisor confidence plummets after election

    The most precipitous drop of any category was in asset allocation, as advisors signaled they would be less aggressive with investments in the new year.

    Rob Burgess - head shot.png
    By Rob Burgess
    Reporter
    January 9
    President Trump
  • Practice and client management
    Advisor confidence skyrockets after Trump's election victory

    "This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

    By Nathan Place
    National Reporter
    December 4
  • Election 2024
    Advisors warily confident in economy as Election Day arrives

    At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.

    By Nathan Place
    National Reporter
    November 5
  • FACO
    Ahead of Election Day, financial advisors' confidence highest in 6 months

    Despite the increase in overall confidence, election anxiety has remained a potent force for financial advisors and clients.

    Rob Burgess - head shot.png
    By Rob Burgess
    Reporter
    October 31
    p19ifqe55ala1fj116mn11m17flb.jpg
  • Election 2024
    Financial advisors favor Trump, doubt his 2024 election prospects

    A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.

    By Frank Gargano
    Data Reporter
    October 29
    Trump Harris debate
  • Technology
    AI for wealth client growth? Slowly but surely

    A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.

    Rachel Witkowski 092524
    By Rachel Witkowski
    Tech reporter
    October 9
    RW and MM research panel.JPG
  • FACO
    Financial advisors' confidence in the economy still shaky as election looms

    The prospect of lower interest rates from the Federal Reserve helped buoy outlooks.

    Rob Burgess - head shot.png
    By Rob Burgess
    Reporter
    September 25
    Election
  • Technology
    AI or advisor? Experts weigh in on the impact of machine learning

    With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet.

    By Frank Gargano
    Data Reporter
    September 13
    person talking with robotic ai.futuristic technology or machine learning concepts. Generative ai technology
  • FACO
    Market volatility and a contentious election year caused advisor confidence to plummet

    However, financial advisors have been trying to ease client fears by taking a longer view.

    Rob Burgess - head shot.png
    By Rob Burgess
    Reporter
    August 21
    Election 2024 coverage
  • Election 2024
    Client anxiety, national debt and other election news affecting wealth managers

    As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.

    By Courtney Hoff Dockerty
    Writer, Growth Content
    June 26
    Treasury Secretary Yellen And FRB New York President Interview At New York Economic Club
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2026 Arizent. All rights reserved.
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© 2026 Arizent. All rights reserved.