Author
Subscribe
Log In
    • Practice & Client Management
    • Recruiting
    • Professional Development
    • Growth Strategies
    • Compensation
    • Practice & Client Management
    • Recruiting
    • Professional Development
    • Growth Strategies
    • Compensation
    • Wealth Management
    • Investment Strategies
    • Estate Planning
    • Retirement Planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Wealth Management
    • Investment Strategies
    • Estate Planning
    • Retirement Planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Regulation & Compliance
    • Tax
    • Politics & Policy
    • Risk
    • Fraud
    • Regulation & Compliance
    • Tax
    • Politics & Policy
    • Risk
    • Fraud
    • Fintech
    • Artificial Intelligence
    • Advances in Tech
    • Fintech
    • Artificial Intelligence
    • Advances in Tech
    • Industry News
    • M&A
    • Career Moves
    • Earnings
    • Diversity & Equality
    • Industry News
    • M&A
    • Career Moves
    • Earnings
    • Diversity & Equality
    • Wealth Think
    • Ask an Advisor
    • Wealth Think
    • Ask an Advisor
    • Advise AI
    • Virtual Summits
    • All Events
    • Advise AI
    • Virtual Summits
    • All Events
    • CE Quiz
    • Webinars & Whitepapers
    • Magazine
    • Press Releases
    • CE Quiz
    • Webinars & Whitepapers
    • Magazine
    • Press Releases
  • facebook
  • linkedin
  • whatsapp
  • twitter
© 2026 Arizent. All rights reserved.
New FP Logo 6/16/2026
Subscribe
Log In
    • Practice & Client Management
    • Recruiting
    • Professional Development
    • Growth Strategies
    • Compensation
    • Wealth Management
    • Investment Strategies
    • Estate Planning
    • Retirement Planning
    • ESG
    • Financial Advisor Confidence Outlook
    • Regulation & Compliance
    • Tax
    • Politics & Policy
    • Risk
    • Fraud
    • Fintech
    • Artificial Intelligence
    • Advances in Tech
    • Industry News
    • M&A
    • Career Moves
    • Earnings
    • Diversity & Equality
    • Wealth Think
    • Ask an Advisor
    • Advise AI
    • Virtual Summits
    • All Events
    • CE Quiz
    • Webinars & Whitepapers
    • Magazine
    • Press Releases
  • Wealth Management
  • Investing Strategies
  • RIAs
  • Recruiting
  • CE Quiz
  • LEADERS
  • Featured Research
  • 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.

    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
    Managing Editor
    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
    Reporter
    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
    Editorial intern
    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.

    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.

    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
    Managing Editor
    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
    Former Wealthtech Reporter
    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.

    July 11
    Mohamed A. El-Erian, chief economic advisor for Allianz.
  • Wealth management
    The investment that billionaires love — and ordinary investors can't make

    The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.

    July 8
    Despite the market downturn, ultrarich investors plan to pour money into early-stage companies this year.
  • Politics
    Why politics won't scare financial firms out of conservative states

    The culture wars can be a minefield for corporations. But that's not keeping firms out of Dallas or Miami.

    July 8
    American And Texas Flag
  • Technology
    How artificial intelligence became financial advisors' favorite new tool

    By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.

    By Frank Gargano
    Data Reporter
    July 7
  • Wealth Think 6 cybersecurity steps to take now to prevent an attack

    Advisory firms are particularly vulnerable to data breaches, according to a recent Arizent survey, and proposed SEC rules mean they may no longer be able to react to cyberattacks with impunity.

    July 7
    Raghu Valipireddy
    Raghu Valipireddy
    Axos Advisor Services
  • Retirement
    Advisers in conversation: Creating lifetime income in retirement

    Ted Benna, the father of the 401(k), chats with Mindy Zatto of Strategic Benefits Advisors on the evolution of the retirement space, crypto investing and preparing workers for the day-to-day of retirement.

    By Stephanie Schomer
    Editor-in-chief
    July 7
  • Financial planning
    Unlocking real estate wealth for investors nearing retirement

    Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

    rogerrussellhomepage.jpg
    By Roger Russell
    Senior Editor
    July 6
    office-buildings.jpg
  • Investment strategies
    Why now may be the wrong time to write off the 60/40 portfolio

    Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

    July 6
  • Practice and client management
    Meeting younger investors where they are: Why gamification and TikTok are part of the strategy

    While some social media and game-like aspects of trading have negative connotations, they can be responsible tools for attracting the trillions millennials and Gen Z-ers are inheriting.

    By Brian Wallheimer
    Editor-in-chief
    July 5
  • Wealth Think Building wealth for clients through 1031 tax-deferred exchanges

    For the last 100 years, the transactions have helped ensure the continuity of an original investment, with wide-ranging economic benefits.

    July 5
    Randy Kaston
    Randy Kaston
    Ligris + Associates
Load More
The complete guide to starting an RIA

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

  • googlenews
  • twitter
  • applenews
  • whatsapp
  • facebook
  • linkedin
    • About Us
    • Contact Us
    • Help Center
    • CE Quiz
    • RSS Feed
    • Privacy Policy
    • AI Policy
    • Subscription Agreement
    • Advertising/Marketing Services
    • Content Licensing/Reprints
Arizent Logo
© 2026 Arizent. All rights reserved.
Arizent Logo
© 2026 Arizent. All rights reserved.