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  • TAX
    • Investment Strategies
    • Wealth Management
    • Estate Planning
    • Retirement planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Practice and client management
    • Recruiting
    • Professional development
    • Growth strategies
    • Compensation
    • Regulation and compliance
    • Politics and policy
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  • Professional development
    Private equity deals are hot; here's how to avoid getting burned

    Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.

    By Tobias Salinger
    May 15
    A metal barn door is padlocked from the outside, symbolizing a bad strategic decision locking a business owner in place
  • Practice and client management
    How to plan ahead for diminished capacity and prevent elder abuse

    The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

    By Tobias Salinger
    May 13
    One person holds another person's left hand with both their hands, symbolizing helping older adults prevent elder abuse
  • Professional development
    How this RIA jumped two succession hurdles at once

    For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

    By Tobias Salinger
    May 9
    Wooden blocks spelling out "successful" have the last one turned over to spell out "succession" instead, symbolizing succession planning
  • Investment strategies
    The lure of private equity investing comes with these risks

    PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

    By Tobias Salinger
    May 8
    A man points to a tablet displaying investment charts with a title reading, "Private equity," symbolizing private equity investments
  • Tax
    Avoid 'Jordan's revenge' and find slam-dunk savings for athletes

    The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

    By Tobias Salinger
    April 23
    "The Spirit," a bronze statue of Michael Jordan by Omri Amrany and Julie Rotblatt-Amrany sits outside the United Center in Chicago
  • Tax
    The basics of S corporations — and the pitfalls for small businesses

    The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

    By Tobias Salinger
    April 16
    A cup of coffee sits on a picnic table next to a series of blocks with letters spelling out, "Small business," symbolizing small business strategies
  • Practice and client management
    How financial advisors can help close the racial wealth gap

    An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.

    By Tobias Salinger
    April 11
    Cliff Goins IV is an investor in private companies and the author of "Minding the Wealth Gap: Our Playbook to Close It Together," published this week by Broadleaf Books
  • Practice and client management
    Solo advisors can thrive in a consolidating industry. Here's how

    The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.

    By Tobias Salinger
    April 10
    Autumn Knutson is the founder of registered investment advisory firm Styled Wealth.
  • Portfolio management
    Don't place a bond ladder on shaky tax ground

    The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.

    By Tobias Salinger
    April 2
    A red ladder sits against a turquoise background, symbolizing bond ladder investment strategies
  • Tax
    The tax advantages of charitable remainder trusts — and the risks

    Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

    By Tobias Salinger
    March 17
    Wooden blocks with letters on them spelling out "estate planning" sit on top of a dock with skyscrapers in the background, signifying estate planning strategy
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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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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.