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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
    • Risk
    • Fraud
    • Fintech
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  • 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
  • Investment strategies
    The top 20 mutual funds of the decade

    Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

    By Nathan Place
    October 25
  • Marketing
    The new era of financial advisor marketing, with Snappy Kraken CEO Robert Sofia

    From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.

    By Justin L. Mack
    October 25
    FP_Podcast_1080x1920.png
  • Wealth Think How to educate an AI model: What financial advisors should know

    Understanding the mechanics of how generative artificial intelligence is trained can help advisors participate in the process.

    October 25
    Eli Gill
    Eli Gill
    Paro
  • Practice and client management
    Financial abuse can trap people in relationships — here's how advisors can help

    From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

    By Victoria Zhuang
    October 24
    Trapped hands domestic violence abuse
  • Wealth management
    Many clients lack motivation. Here's how financial advisors can get them going again

    New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.

    By Justin L. Mack
    October 24
  • RIA Leaders 2023
    These are the 10 largest fee-only RIAs, ranked by advisor headcount

    See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

    By Tobias Salinger
    October 20
    RIA Leaders 2023: Top 10 firms by number of financial advisors
  • Professional development
    Meet the CRPC, a major retirement planning credential

    The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.

    By Victoria Zhuang
    October 19
    Young woman online courses professional development learning
  • Investment strategies
    What financial advisors need to know about SEC-approved spot bitcoin ETFs

    Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.

    By Brian Wallheimer
    October 18
    Bitcoin coin
  • RIA Leaders 2023
    11 more views on RIA referrals from Schwab, Fidelity, rivals and experts

    Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

    By Tobias Salinger
    October 18
    RIA Leaders 2023: Competitor referral programs
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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.