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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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    • Fraud
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  • Wealth management
    Divorce is harder when the economy is tough. Here's how advisors can help

    Lower investment values, lost wages, and high home prices make this an expensive time to split.

    By Ingrid Case
    July 25
    Portfolio losses, soaring housing prices, inflation and the employment landscape make divorce even more costly.
  • AT Think Competing interests in financial planning

    The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

    July 25
    John P. Napolitano
    John P. Napolitano
    Napier Financial
  • JPMorgan Chase
    How JPMorgan is developing an internet of money

    The Onyx Digital Assets unit is the largest blockchain and digital asset team at a U.S. bank, and a window into what other large banks are likely to do in the future.

    By Penny Crosman
    July 25
  • Retirement
    TIAA warns that women are unprepared for retirement

    Women lag behind men when it comes to their retirement savings, and they’ll need those funds for a longer period of time. TIAA Institute’s managing director shares what employers — and the government — can do to help.

    By Alyssa Place
    July 25
  • Practice and client management
    How an RIA’s marketing fuels inclusion, growth and branding

    Financial advisors and other experts share their best tips for confronting a challenge faced by every practice in the industry.

    By Tobias Salinger
    July 25
    Elevators vs. stairs
  • Retirement
    Assuming you'll retire healthy is an expensive mistake

    Everyone hopes to retire in good health, but a new study shows just a small minority of people do so. It pays to plan ahead.

    By Stuart Trow
    July 22
    Retirees_on_the_boardwalk_Bloomberg.jpg
  • Tax
    8 questions to ask about a tax outsourcing partner

    Specialized tax services can be a great way to enhance revenue and cement your relationship as the client’s trusted advisor.

    By Randy Crabtree
    July 22
    Tax expert concept - writing on wall
  • Wealth Think 10 pro tips for advisors working with private foundations

    The guidelines can help planners with charitably minded clients steer clear of compliance thickets and run-ins with the IRS.

    July 22
    Jeffrey D. Haskell
    Jeffrey D. Haskell
    Foundation Source
  • Retirement
    4 red flags that a retirement investment is a scam

    Scam artists are increasingly targeting elderly Americans for their retirement savings. But the warning signs can be obvious, if investors — or their advisors — know what to look for.

    By Nathan Place
    July 21
  • Wealth Think Compliance officers should leapfrog regulators in providing crypto trading guidance to employees

    Even if rules governing the new assets turn out to be at odds with those of firms, acting today will foster a compliance culture in a volatile financial services space.

    July 20
    Amy Kadomatsu
    Amy Kadomatsu
    ComplySci
  • Technology
    Want to become a digital nomad? Try before you buy

    A new breed of people is undoubtedly emerging and exploiting modern technology in ways that defy our most basic assumptions about the relationship between work and physical place.

    By Adrian Wooldridge
    July 20
  • Tax
    The risky side of tax-loss harvesting that advisors need to know

    The strategy is widely promoted, but it can leave some investors worse off.

    By Lynnley Browning
    July 19
    Deliberately taking losses to offset gains can backfire for some investors.
  • Earnings
    Goldman Sachs ‘making progress’ on consumer bank revenue goal

    In a quarter filled with economic and geopolitical uncertainty, the New York investment firm’s digital consumer bank achieved record-high revenues. Executives have said they plan to drive up revenues in that segment to $4 billion by 2024.

    By Allissa Kline
    July 18
    Goldman Sachs headquarters in downtown Manhattan.
  • Cyber security
    Romance scams blossom in these 10 states

    As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.

    By Jem Shin
    July 15
    Online-Dating-Jan2019
  • Practice and client management
    As raging inflation strains relationships, here's how advisors can coach worried clients

    Discussing the impact of rising consumer prices with friends and family can help alleviate financial stress.

    By Charlie Wells
    July 14
    One in three Americans said that rising consumer prices have had a negative effect on their relationships, according to a new poll.
  • Investments
    Commodities never belonged in your portfolio. Here's why

    Storing oil, gold and grain costs a lot of money, which is why they're great for trading but terrible as a long-term investment.

    By Jonathan Levin
    July 13
    Commodities like gold are for traders, not for long-term retirement savers.
  • Wealth Think Getting serious with clients about long-term care insurance

    The right LTCI coverage can preserve savings and confer peace of mind, but it takes a well-briefed advisor to cover its many facets.

    July 12
    Eric Rosenbloom
    Eric Rosenbloom
    Alera Group Wealth Services
  • Practice management
    4 ways firms can win the war for advisor talent

    From pay and perks to avoiding burnout, this is what advisors want, according to an Arizent research report.

    By Lynnley Browning
    July 11
  • Fintech
    Why combating fintech’s ‘bro culture’ is a win for everyone

    Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.

    By Justin L. Mack
    July 11
    p19fmgfj7r1dkhue0lqabb3lq6.jpg
  • Wealth management
    Investors should think risk factors, not asset classes

    Looking at investments through a risk lens can provide clues to where the economy is headed.

    By Mohamed A. El-Erian
    July 11
    Mohamed A. El-Erian, chief economic advisor for Allianz.
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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.