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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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  • Financial wellness
    Just 2% of financial advisors are Black. Prudential is using college recruiting to tackle the wealth gap

    Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.

    By Alyssa Place
    August 2
    Black man shaking hands with a Black female
  • Retirement
    4 reasons Americans are unprepared for retirement

    No matter what stage of retirement preparedness employees find themselves, they are craving additional support from their employers.

    By Paola Peralta
    August 1
  • Wealth management
    3 video tips for financial advisors from Snappy Kraken's latest collaborator

    The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.

    By Justin L. Mack
    July 31
  • Practice and client management
    Ask an advisor: Student debt is trapping me at home. How do I escape?

    A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?

    By Nathan Place
    July 31
  • Regulation and compliance
    Answers to the most frequently asked wealth management compliance questions

    A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.

    By Dan Shaw
    July 31
  • Wealth Think How we built an RIA in 60 days — and convinced our teams to join it

    The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.

    July 31
    Nate Lenz
    Nate Lenz
    Concurrent
  • Practice and client management
    3 ways for firms to win more female financial advisors

    In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.

    By Victoria Zhuang
    July 28
    Diverse women advisors businesswomen in office
  • Regulation and compliance
    Financial professionals have slowed the growth of elder fraud cases, new research finds

    Elder financial fraud has skyrocketed in recent years, but research shows that financial professionals can help fight the growing issue.

    By Elijah Nicholson-Messmer
    July 28
    A spreadsheet with the word "Fraud!" written on it.
  • Industry News
    Financial advisors join big firms showing small, niche appeal

    Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.

    By Tobias Salinger
    July 28
    Skyscrapers
  • Practice and client management
    Advisors top family, friends and 'finfluencers' as most trusted source for financial advice

    Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.

    By Justin L. Mack
    July 28
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.