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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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  • 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
  • The Most Powerful Women in Banking 2023
    JPMorgan exec says 'Wall Street 2.0' will be better for women

    Mary Callahan Erdoes, CEO of asset and wealth management at the megabank, says recent advancements in remote connectivity will lead to a "much better Wall Street than many of us grew up in." She urges women not to let newfound flexibility go away.

    By Kyle Campbell
    October 3
  • Industry News
    What women, next-gen investors want in philanthropy: Bank of America study

    A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.

    By Victoria Zhuang
    October 3
    Signage outside a Bank of America branch in San Francisco, Jan. 14, 2021
  • Practice and client management
    Two must-have client conversations for college planning: 529s, FAFSA

    As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

    By Victoria Zhuang
    October 1
    529 College Savings Plan, higher education
  • Tax
    11 tax tips on mortgages and homeownership

    A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.

    By Tobias Salinger
    September 29
    Home for sale
  • Wealth management
    How client portals can supercharge the advisor-client relationship

    New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

    By Justin L. Mack
    September 29
  • Wealth management
    Sound Investments: Wealth management's ultimate music playlist

    Financial Planning's staff has compiled 84 songs that we believe speak to the souls of advisors.

    By Staff report
    September 29
  • Recruiting
    How relationships helped Kestra win a $1.7B team from Principal

    The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

    By Victoria Zhuang
    September 28
    Photo with credit - Kestra offices in San Antonio TX (time taken unknown)
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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.