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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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  • Practice and client management
    10 tips from expert dealmakers on navigating RIA M&A

    The marketplace for buyers and sellers is changing as advisory practices consider transactions that could alter their firms on a permanent basis.

    By Tobias Salinger
    June 26
    Skyscrapers
  • Technology
    Using AI to recruit? You're legally responsible for the bot's bias, EEOC says

    An employment attorney shares how to make sure AI hiring tools follow policies and regulations.

    By Paola Peralta
    June 26
    artificial intelligence recruiting
  • Credit cards
    Americans paid 14% more for financial services last year: Report

    Rising interest rates on loans, greater borrowing and higher fees on deposit accounts all contributed to the increase. "Altogether, this paints a picture of debt that could really start to strain the checkbooks of American families," said Meghan Greene, a researcher at the nonprofit organization that authored the report.

    By Orla McCaffrey
    June 25
    Credit cards.
  • Wealth Think Why passive CRE keeps working for wealthy clients in choppy markets

    Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.

    June 24
    David Wieland
    David Wieland
    Realized
  • Estate planning
    Essential elements of a competitive wealth transfer offering

    Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

    By Victoria Zhuang
    June 23
    Child and mother gardening in vegetable garden in backyard estate planning
  • Practice and client management
    Gay men as an advisory niche: RIA seeks to serve underrepresented clients

    30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.

    By Elijah Nicholson-Messmer
    June 23
    Christopher Johns, founder of Spark Wealth Advisors.
  • Financial wellness
    4 findings that reveal the financial state of Americans

    Northwestern Mutual surveyed 2,740 Americans on their expectations for the U.S. economy in 2023.

    By Deanna Cuadra
    June 23
    A woman is frustrated at her desk.
  • Wealth Think Helping business-owner clients prepare for the '5 Ds'

    Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.

    June 22
    Scott Snider
    Scott Snider
    Exit Planning Institute
  • Wealth management
    Godfathers, feeding tigers, à la carte: how RIAs can win UHNW clients

    The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

    By Victoria Zhuang
    June 22
    Love honeymoon a beach vacation concept.
  • Wealth management
    HNW clients want more online engagement and to leave the 'heavy lifting' to advisors

    A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.

    By Justin L. Mack
    June 22
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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.