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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
    • Artificial intelligence
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    • Wealth Think
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  • Retirement
    Ask an advisor: Should I retire abroad?

    A nurse in New York doesn't think she'll ever have enough savings for an American retirement. Is a move to Vietnam the answer?

    By Nathan Place
    August 15
  • Wealth management
    The U.S. asset dip and 4 other takeaways from Credit Suisse wealth report

    Despite the slight decline last year, researchers expect global growth of 38% by 2027.

    By Dan Shaw
    August 15
    UBS-small-logo-Bloomberg-News
  • Portfolio strategies
    The essential guide to REITs as real estate becomes less alt and more mainstream

    Many advisors use real estate investment trusts to hedge against inflation while also providing steady dividend income. But private funds still provoke skepticism.

    By Dan Shaw
    August 15
    Aerial view of Manhattan - low res
  • Professional development
    Meet the ex-RIA CEO seeking to change an 'un-transparent' industry

    Former financial advisor Adriel Tam aims to help the public and the industry understand each other better through the AdvisorCheck service.

    By Tobias Salinger
    August 15
    Adriel Tam
  • Practice and client management
    7 tips to help Black clients find multigenerational success

    Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

    By Justin L. Mack
    August 14
  • Regulation and compliance
    Broker expungement? Costs and difficulty set to rise this fall

    A lawyer representing advisors warns the new rule will drive the forum fees of arbitration hearings well above $10,000.

    By Dan Shaw
    August 14
    Test-survey-study-online-computer-work-strategy
  • Tax
    When direct indexing offers big tax advantages, and when it doesn't

    The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.

    By Tobias Salinger
    August 14
    Money bag and tax bag balancing
  • Industry News
    Job listings for financial advisors have spiked 63% in the past year

    The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.

    By Elijah Nicholson-Messmer
    August 11
    A "Now Hiring" sign hanging on a door.
  • Practice and client management
    J.D. Power on how firms can improve advisor satisfaction

    Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

    By Victoria Zhuang
    August 11
    Portrait of 50's confident mature businesswoman looking at camera, middle-aged experienced senior female professional working on laptop in open space office. Female entrepreneur working remotely
  • Technology
    Older investors flock to AI stocks as Gen Z plays it safe: Wealthtech Weekly

    Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

    By Justin L. Mack
    August 11
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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.