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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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  • Wealth Think The hidden but significant opportunity costs of passive investing

    Low-cost index funds could be costing investors up to 35 basis points a year.

    September 21
    Doug Kramer
    Doug Kramer
    Neuberger Berman
  • IBD Elite 2023
    IBD Elite 2023: The 10 firms with the largest percentage of women among their financial advisors

    Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.

    By Tobias Salinger
    September 20
    IBD Elite 2023
  • Practice and client management
    Younger generations put money goals before relationship goals

    A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

    By Staff report
    September 20
  • Credit unions
    Banks, credit unions get dementia training to fight financial abuse

    More elderly consumers are being diagnosed with Alzheimer's and dementia — making them vulnerable to scammers. Financial institutions are seeking special certifications to better equip themselves to help.

    By Ken McCarthy
    September 20
    cropped_dementia_friendly_sign.jpg
  • Retirement planning
    How advisors can use the 'humanity factor' in retirement planning

    Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

    By Victoria Zhuang
    September 19
    7x5 FrankLegan.jpg
  • Practice and client management
    4 practice management tips to prepare your firm for the future

    Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

    By Justin L. Mack
    September 19
  • Professional development
    In the scramble for talent, pro bono work could give firms an edge

    It's not just for charity. Encouraging volunteer work could actually help financial firms recruit more employees, new research shows.

    By Nathan Place
    September 19
  • Practice and client management
    Commonwealth expands college ties to stem succession challenge

    In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

    By Tobias Salinger
    September 19
    Students at Commonwealth's 2022 conference
  • Retirement planning
    Growing 'financial vortex' could tank retirement savings: Goldman Sachs

    Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

    By Victoria Zhuang
    September 19
    goldman-sachs-bl071913b-365.jpg
  • Wealth Think Considering GPT in your practice? The risks — and remedies — financial advisors should know

    The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

    September 19
    Nathan Stevenson
    Nathan Stevenson
    ForwardLane
Load More
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.