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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
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    • Politics and policy
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  • BankThink The SEC needs to provide more clarity around crypto ETFs

    The Securities and Exchange Commission has been ordered by a court to explain its reasons for rejecting an application for a crypto-based exchange-traded fund. It's about time.

    October 11
    Peter Eberle
    Peter Eberle
    Castle Funds
  • Wealth Think The 4 biggest knocks against donor-advised funds — and why I call them myths

    DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

    October 11
    Brad Saft
    Brad Saft
    DonorAdvisedFunds.com
  • Wealth management
    7 wealth management takeaways from Arizent's 2023 DEI research

    A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.

    By Justin L. Mack
    October 10
  • Asset management
    Terry Rasmussen's long journey to becoming the CEO of Thrivent

    Rasmussen, a Minnesota native, started her professional career as a dental hygienist. After a series of twists and turns, she now runs Thrivent, a multibillion-dollar fraternal benefit society.

    By Mary Ellen Egan
    October 8
    Thrivent-picture-1-cropped.png
  • Retirement
    1 in 4 Americans are 'sandwiched' between their parents' and children's expenses

    New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

    By Nathan Place
    October 5
  • Industry News
    Recruiting case highlights perils of equity deals

    Industry recruiters say offers of shares in advisory firms are hard to value.

    By Dan Shaw
    October 4
  • Tax
    How the ticking clock affects tax-loss harvesting

    A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

    By Tobias Salinger
    October 4
    Lego tractor on a calculator
  • The Most Powerful Women in Banking 2023
    Franklin Templeton CEO on the 'unintended consequences' from interest rate hikes

    At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

    By Victoria Zhuang
    October 4
    IMG_2099.jpg
  • Practice and client management
    Advisory practices aren't meeting clients' tax demands, study finds

    Consumers with more than $250,000 in assets are seeking the services at a higher rate than financial advisors are currently providing them, according to a new survey.

    By Tobias Salinger
    October 4
    Calculating taxes
  • Investment strategies
    Ask an advisor: Should I divest from China?

    The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?

    By Nathan Place
    October 3
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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.