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    <pubDate>Fri, 10 Apr 2026 21:49:04 GMT</pubDate>
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      <title><![CDATA[ Stubborn inflation drives advisors to raise fees ]]></title>
      <link>https://www.financial-planning.com/news/stubborn-inflation-drives-advisors-to-raise-fees</link>
      <description><![CDATA[ For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.  ]]></description>
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      <pubDate>Fri, 10 Apr 2026 21:49:04 GMT</pubDate>
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      <dc:creator>Dan Shaw</dc:creator>
      <dc:date>2026-04-10T21:49:04Z</dc:date>
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      <title><![CDATA[ Ask an Advisor: What questions lead to client breakthroughs? ]]></title>
      <link>https://www.financial-planning.com/news/ask-an-advisor-what-questions-lead-to-client-breakthroughs</link>
      <description><![CDATA[ It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.  ]]></description>
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      <category><![CDATA[ Practice and client management ]]></category>
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      <pubDate>Fri, 10 Apr 2026 21:00:26 GMT</pubDate>
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      <dc:creator>Cat Auer</dc:creator>
      <dc:date>2026-04-10T21:00:26Z</dc:date>
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      <title><![CDATA[ The advisor turning matcha and pilates into an influencer niche ]]></title>
      <link>https://www.financial-planning.com/news/the-advisor-turning-matcha-and-pilates-into-an-influencer-niche</link>
      <description><![CDATA[ Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.  ]]></description>
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      <pubDate>Fri, 10 Apr 2026 15:43:23 GMT</pubDate>
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      <dc:creator>Brian Wallheimer</dc:creator>
      <dc:date>2026-04-10T15:43:23Z</dc:date>
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      <title><![CDATA[ Gibson Dunn partner takes top enforcement role at SEC ]]></title>
      <link>https://www.financial-planning.com/articles/gibson-dunn-partner-takes-top-enforcement-role-at-sec</link>
      <description><![CDATA[ David Woodcock is set to take the job as SEC leadership directs staff to focus on insider trading, accounting fraud cases, market manipulation and breach of fiduciary duty by investment advisors.  ]]></description>
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      <pubDate>Fri, 10 Apr 2026 14:16:46 GMT</pubDate>
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      <dc:date>2026-04-10T14:16:46Z</dc:date>
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      <title><![CDATA[ 'Watershed moment': Morgan Stanley enters bitcoin ETF race ]]></title>
      <link>https://www.financial-planning.com/news/watershed-moment-morgan-stanley-enters-bitcoin-etf-race</link>
      <description><![CDATA[ The first U.S. bank to offer an exchange-traded product tied to bitcoin saw $34 million in trading on the first day.  ]]></description>
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      <category><![CDATA[ Digital Assets ]]></category>
      <category><![CDATA[ Bitcoin ]]></category>
      <category><![CDATA[ ETFs ]]></category>
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      <pubDate>Thu, 09 Apr 2026 20:20:55 GMT</pubDate>
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      <dc:creator>Penny Crosman</dc:creator>
      <dc:date>2026-04-09T20:20:55Z</dc:date>
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      <title><![CDATA[ Locked into concentrated capital gains? Exchange funds could help ]]></title>
      <link>https://www.financial-planning.com/news/exchange-funds-could-help-with-concentrated-capital-gains</link>
      <description><![CDATA[ Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.  ]]></description>
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      <category><![CDATA[ Tax ]]></category>
      <category><![CDATA[ Investment strategies ]]></category>
      <category><![CDATA[ Portfolio management ]]></category>
      <category><![CDATA[ Portfolio strategies ]]></category>
      <category><![CDATA[ Asset allocations ]]></category>
      <category><![CDATA[ Stocks ]]></category>
      <pubDate>Thu, 09 Apr 2026 18:52:49 GMT</pubDate>
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      <dc:creator>Tobias Salinger</dc:creator>
      <dc:date>2026-04-09T18:52:49Z</dc:date>
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      <title><![CDATA[ Merrill underlines recruiting ambitions with $2.2B advisor pulled from JPMorgan ]]></title>
      <link>https://www.financial-planning.com/news/merrill-underlines-recruiting-ambitions-with-2-2b-advisor-pulled-from-jpmorgan</link>
      <description><![CDATA[ The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."  ]]></description>
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      <category><![CDATA[ Industry News ]]></category>
      <category><![CDATA[ Career moves ]]></category>
      <category><![CDATA[ Recruiting ]]></category>
      <category><![CDATA[ Wirehouse advisors ]]></category>
      <category><![CDATA[ Advisor Moves ]]></category>
      <category><![CDATA[ Merrill Lynch ]]></category>
      <category><![CDATA[ JPMorgan Chase ]]></category>
      <pubDate>Thu, 09 Apr 2026 17:07:54 GMT</pubDate>
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      <dc:creator>Staff report</dc:creator>
      <dc:date>2026-04-09T17:07:54Z</dc:date>
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      <title><![CDATA[ What RIA buyers and sellers are prioritizing in a shifting market ]]></title>
      <link>https://www.financial-planning.com/news/what-ria-buyers-and-sellers-are-prioritizing-in-a-shifting-market</link>
      <description><![CDATA[ A deal is more than just a top-line number and misalignment in culture and communications can cause conflict down the line.  ]]></description>
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      <pubDate>Wed, 08 Apr 2026 21:46:58 GMT</pubDate>
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      <dc:creator>Rob Burgess</dc:creator>
      <dc:date>2026-04-08T21:46:58Z</dc:date>
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      <title><![CDATA[ RIA acquires Bellevue accounting firm ]]></title>
      <link>https://www.financial-planning.com/news/soltis-acquires-gdm-private-financial-solutions</link>
      <description><![CDATA[ RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.  ]]></description>
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      <pubDate>Wed, 08 Apr 2026 19:08:28 GMT</pubDate>
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      <dc:creator>Paige Hagy</dc:creator>
      <dc:date>2026-04-08T19:08:28Z</dc:date>
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      <title><![CDATA[ SEC finds little to celebrate in record $18B penalty haul ]]></title>
      <link>https://www.financial-planning.com/news/sec-finds-little-to-celebrate-in-record-18b-penalty-haul</link>
      <description><![CDATA[ SEC regulators instead take aim at their predecessors in the Biden Administration, saying the outsized fines were partly the result of a desire to "pursue media headlines and run up numbers."  ]]></description>
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      <pubDate>Wed, 08 Apr 2026 17:09:29 GMT</pubDate>
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      <dc:creator>Dan Shaw</dc:creator>
      <dc:date>2026-04-08T17:09:29Z</dc:date>
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