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Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting advisors who will stay for the long haul.
February 11
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Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
February 11
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The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.
February 11
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Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
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The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.
February 11
Raise Your EI -
Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
February 10
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Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
February 10
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With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
February 10
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Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.
February 10
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A federal judge rejected Stifel's bid to dismiss a FINRA penalty. The firm has paid millions to former clients, with 20 more cases still in the works.
February 10
