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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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  • Diversity and equality
    5 estate planning tips for LGBTQ+ clients

    From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

    By Victoria Zhuang
    June 29
    Senior citizens lgbtq couple
  • Retirement
    Advising the FIRE client: Fan the flames or put them out?

    The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?

    By Nathan Place
    June 29
  • Bank technology
    Can AI do the work of research analysts?

    The technology that powers ChatGPT can sift through and even synthesize massive amounts of data, though it must overcome doubts over reliability, transparency and regulatory risk before it can be harnessed to conduct useful research.

    By Charles Gorrivan
    June 29
  • Regulation and compliance
    Some RIAs have less client-friendly arbitration than brokerages: SEC

    More than 60% of registered investment advisory firms force complaints into forums that cost more and may give them fewer rights than FINRA, the regulator said.

    By Tobias Salinger
    June 29
    sec
  • Portfolio management
    3 things portfolio managers should watch for heading into the summer

    Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.

    By Victoria Zhuang
    June 28
    Wall Street Bull and Bear investing
  • Wealth management
    Will giving clients access to ChatGPT tools bring more of them to advisors?

    New research explores the potential for generative AI to serve as a strong support system for wealth management clients.

    By Justin L. Mack
    June 28
  • Regulation and compliance
    The disturbing size of elder financial abuse in America

    An AARP study found that the losses amount to tens of billions of dollars each year, with the vast majority going unreported to authorities or the industry.

    By Tobias Salinger
    June 28
    Older person on the phone
  • Tax
    Pass-through entity taxes, explained

    Mechanics, considerations and planning opportunities for navigating SALT cap workarounds.

    By Ben Henry-Moreland
    June 28
  • Wealth management
    Ask an advisor: I'm founding a startup. What should I pay myself?

    Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.

    By Nathan Place
    June 27
  • Fintech
    Should your firm hire an AI legal assistant to help with estate planning?

    Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

    By Justin L. Mack
    June 27
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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.