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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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  • Digital banking
    Five takeaways from American Banker's AI Summit

    How to use, govern and adopt AI were some of the main themes from the Monday event.

    By Catherine Leffert
    October 17
    Wells Fargo at night
  • Wealth Think How 'mass personalization' can capture affluent investors' trillions

    Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

    October 17
    Nilesh Vaidya
    Nilesh Vaidya
    Capgemini
  • RIA Leaders 2023
    These are the 20 largest fee-only RIAs, ranked by AUM

    Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

    By Tobias Salinger
    October 17
    RIA data vis__RIA Leaders copy.png
  • Tax
    17 tax tips to manage the marriage penalty

    Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.

    By Tobias Salinger
    October 13
    IRS Form 1040 and wedding bands
  • Practice and client management
    Why 'keeping it real' is powerful DEI advice for wealth management

    New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.

    By Justin L. Mack
    October 13
  • Wealth Think Is private equity's AI gold rush happening too soon?

    The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

    October 13
    Joshua Beers
    Joshua Beers
    NEPC
  • Diversity and equality
    How advisors can tap into the $113T Hispanic wealth opportunity

    Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

    By Victoria Zhuang
    October 12
    Couple saving money in piggybank
  • Regulation and compliance
    Advisors contend SEC crackdown on AI recommendations does not compute

    Firms and industry groups warn that the regulator's proposal for reining in robo-advisors and sophisticated investing algorithms would step on their fiduciary duties and Regulation Best Interest.

    By Dan Shaw
    October 11
  • IBD Elite 2023
    IBD Elite 2023: The independent brokerages with the most CFPs

    These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.

    By Tobias Salinger
    October 11
    IBD Elite 2023
  • Wealth management
    Unlocking the power of model portfolios, with Kwanti CEO Christophe Gauthron

    The fintech founder who started his company in the fallout of the 2008 financial crisis says he wants to help financial advisors spend more time doing work that matters.

    By Justin L. Mack
    October 11
    FP_Podcast_1080x1920.png
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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.