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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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  • Artificial intelligence
    AI, black boxes and bias: The impact of the White House's executive order

    President Biden has directed government agencies to develop new rules on protecting privacy and security, preventing intellectual property theft, reducing bias and more in banks' use of artificial intelligence models.

    By Penny Crosman
    October 31
  • Industry News
    New Janney president plans to lure advisors with strong tech

    Some think the firm needs to become better known if it's to reach its growth goals.

    By Dan Shaw
    October 31
    Janney-generic-lobby
  • Estate planning
    Third annual Black Wealth Summit highlights paths for building legacies

    The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

    By Victoria Zhuang
    October 30
    Black Wealth Summit 2023 - fireside chat with Amalgamated Bank CEO.jpg
  • Wealth management
    What the growing family office sphere means for wealth managers

    From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

    By Victoria Zhuang
    October 30
    Wealthy clients boarding private jet
  • Technology
    4 big AI trends that wealth managers should pay attention to

    According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.

    By Staff report
    October 30
  • Tax
    How to spot a fake charity, according to the IRS

    The agency recommends that financial advisors, tax professionals and their clients start by using a tool on its website and offers a few other helpful words of advice.

    By Staff report
    October 30
    IRS sign on wall
  • Regulation and compliance
    'Daughter they never had' accused of defrauding elderly clients

    A well-known business owner and advocate for the elderly now stands accused of stealing $2.25 million.

    By Dan Shaw
    October 27
  • Workforce management
    Why isn't the C-suite listening to their workers?

    Upper management is at odds with their employees over AI use, hybrid work, dress codes and more.

    By Alyssa Place
    October 27
  • Wealth management
    Many students still haven't heard of financial planning careers — what needs to change

    Financial planning careers pay well and offer great prospects, but many students still don't know they exist.

    By Victoria Zhuang
    October 25
    2023 FPA challenge winners - Texas Tech students.jpg
  • Practice and client management
    Ask an advisor: Should I finish my mortgage right now?

    A couple in New Jersey has enough savings to finally own their home outright. Should they seize their chance or put their money elsewhere?

    By Nathan Place
    October 25
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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.