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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
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  • Practice and client management
    Buying a car is tricky — here's how financial planners coach clients

    Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.

    By Tobias Salinger
    September 12
    Behind four shiny cars in the showroom of an auto dealership, a customer shakes hand with the sales representative.
  • Practice and client management
    How financial advisors can help stop human trafficking and aid survivors

    Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.

    By Tobias Salinger
    September 5
    A woman sits in a drab bedroom clutching her arm in pain and looking out of a window
  • Tax
    3 tax strategies for summer daycare, jobs and vacation rentals

    Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

    By Tobias Salinger
    August 28
    An overhead picture of a beach shows people in the sun next to blue-green water
  • Practice and client management
    Read before selling: The many alternatives to an M&A deal

    Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

    By Tobias Salinger
    August 16
    A man's hand moves the rook piece on a chessboard backlit by sunlight in the distance
  • Professional development
    Pro bono planning can bring big wins for clients and advisor careers

    Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.

    By Tobias Salinger
    August 14
    A group of women with grey t-shirts that read "volunteer" stand above a camera with their heads touching and their arms interlocked in a circle
  • Practice and client management
    Planning for clients' collectibles — if they're actually valuable

    Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

    By Tobias Salinger
    August 8
    The famous "T-206" Honus Wagner baseball card is displayed in a glass case
  • Practice and client management
    More RIA buyers are offering equity. Here's what sellers should know

    With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

    By Tobias Salinger
    August 1
    A chess board has white and black pieces with three wooden blocks in the middle reading "M&A"
  • Tax
    20 states with the highest tax burdens in 2024

    The top state has a total tax burden of 12.02%.

    By Editorial Staff
    July 31
  • Practice and client management
    A brand-new client is onboarding — what should you tell them to bring?

    After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

    By Tobias Salinger
    July 23
    Two people in business attire shake hands over an agreement
  • Practice and client management
    Planners often feel like therapists. When should they refer clients to one?

    Experts say it's important to examine clients' relationships with money but there is an ethical line when such conversations should be led by licensed professionals.

    By Tobias Salinger
    July 18
    A maze sits inside the silhouette of a head on a crumbling stone wall in an illustration of psychological dilemmas
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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.