The Latest https://www.financial-planning.com/feed The Latest en-US Thu, 24 Sep 2026 18:36:09 GMT 2026-09-24T18:36:09Z en-US <![CDATA[ Why advisors are rethinking entity structures for clients — and maybe themselves ]]> https://www.financial-planning.com/news/why-advisors-are-rethinking-entity-structures-for-clients-and-maybe-themselves Thu, 24 Sep 2026 18:36:09 GMT 000001a0-cfb9-d2ae-afa9-fffd3dee0001 Zoe Sagalow 2026-09-24T18:36:09Z https://arizent.brightspotcdn.com/dims4/default/799aadc/2147483647/strip/true/crop/1920x1080+0+0/resize/1200x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F7a%2F35%2Faff477124ef39a99fc73923ac000%2Fnitti-van-dias.png https://arizent.brightspotcdn.com/dims4/default/799aadc/2147483647/strip/true/crop/1920x1080+0+0/resize/1200x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F7a%2F35%2Faff477124ef39a99fc73923ac000%2Fnitti-van-dias.png <![CDATA[ Building RIA internship programs that become top talent pipelines ]]> https://www.financial-planning.com/news/building-ria-internship-programs-into-talent-pipelines Thu, 24 Sep 2026 18:28:39 GMT 000001a0-d4a6-d863-a5fb-deff9e950001 Tobias Salinger 2026-09-24T18:28:39Z https://arizent.brightspotcdn.com/dims4/default/2d15e7e/2147483647/strip/true/crop/795x540+0+0/resize/795x540!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F94%2F4a%2Fe81875af4269b8d8dbffe693429f%2Fcfp-board-demographics-cfp-ages-sept-2026-1.png https://arizent.brightspotcdn.com/dims4/default/2d15e7e/2147483647/strip/true/crop/795x540+0+0/resize/795x540!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F94%2F4a%2Fe81875af4269b8d8dbffe693429f%2Fcfp-board-demographics-cfp-ages-sept-2026-1.png <![CDATA[ A 7-point decision framework for equity comp ]]> https://www.financial-planning.com/opinion/a-7-point-decision-framework-for-equity-comp-decisions Thu, 24 Sep 2026 12:00:00 GMT 000001a0-d032-d9dd-a5e7-fbbf59400001 Nathan Bidner 2026-09-24T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/ebce74e/2147483647/strip/true/crop/1024x1024+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F9c%2Fdb%2F81ef4cfe409dae8c655425b58bea%2Fnathan-bidner-grantd-1024.png Chief strategy officer GrantD Equity https://www.financial-planning.com/author/nathan-bidner https://arizent.brightspotcdn.com/dims4/default/9265e33/2147483647/strip/true/crop/1024x1024+0+0/resize/675x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F9c%2Fdb%2F81ef4cfe409dae8c655425b58bea%2Fnathan-bidner-grantd-1024.png https://arizent.brightspotcdn.com/dims4/default/9265e33/2147483647/strip/true/crop/1024x1024+0+0/resize/675x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F9c%2Fdb%2F81ef4cfe409dae8c655425b58bea%2Fnathan-bidner-grantd-1024.png <![CDATA[ Why potential RIA successors walk away — and how to keep them ]]> https://www.financial-planning.com/news/why-ria-successors-walk-away-and-how-to-keep-them Wed, 23 Sep 2026 20:59:56 GMT 000001a0-d008-d2f3-a3b7-d2af38390001 Tobias Salinger 2026-09-23T20:59:56Z https://arizent.brightspotcdn.com/dims4/default/e7d2b34/2147483647/strip/true/crop/1640x924+0+0/resize/1198x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F02%2F37%2F9b0b09444271a3ea0e13be51ffa0%2Fadvisor-succession-planning.png https://arizent.brightspotcdn.com/dims4/default/e7d2b34/2147483647/strip/true/crop/1640x924+0+0/resize/1198x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F02%2F37%2F9b0b09444271a3ea0e13be51ffa0%2Fadvisor-succession-planning.png <![CDATA[ How advisors can spot and navigate cognitive decline with aging clients ]]> https://www.financial-planning.com/news/how-advisors-can-spot-and-navigate-cognitive-decline-with-aging-clients Wed, 23 Sep 2026 19:47:39 GMT 000001a0-cfaf-d513-a5b9-dfff660c0001 Grace L. Williams 2026-09-23T19:47:39Z https://arizent.brightspotcdn.com/dims4/default/d6b34d0/2147483647/strip/true/crop/1020x574+0+0/resize/1020x574!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F86%2F28%2Fe197f3914d52a6b5e22ca9cc65b0%2Felder-scams-16x9.png https://arizent.brightspotcdn.com/dims4/default/d6b34d0/2147483647/strip/true/crop/1020x574+0+0/resize/1020x574!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F86%2F28%2Fe197f3914d52a6b5e22ca9cc65b0%2Felder-scams-16x9.png <![CDATA[ Fighting advisor exits, UBS holds steady on 2027 pay ]]> https://www.financial-planning.com/news/ubs-holds-steady-on-2027-advisor-pay Wed, 23 Sep 2026 15:18:00 GMT 000001a0-ced3-d2f3-a3b7-ceff7c4c0001 Dan Shaw 2026-09-23T15:18:00Z https://arizent.brightspotcdn.com/dims4/default/c6ce8e5/2147483647/strip/true/crop/3998x2667+0+0/resize/1012x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F13%2F67%2Ff9c09e89481493f87398d3f12d90%2Fsergio-ermotti-credit-bloomberg.jpg https://arizent.brightspotcdn.com/dims4/default/c6ce8e5/2147483647/strip/true/crop/3998x2667+0+0/resize/1012x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F13%2F67%2Ff9c09e89481493f87398d3f12d90%2Fsergio-ermotti-credit-bloomberg.jpg <![CDATA[ LPL complaint asks: Who do recruiting firms' lawyers owe loyalty to? ]]> https://www.financial-planning.com/news/lpl-complaint-asks-who-do-recruiting-firms-lawyers-owe-loyalty-to Tue, 22 Sep 2026 22:31:48 GMT 000001a0-cb32-d2d3-a1f0-cbf779d90000 Dan Shaw 2026-09-22T22:31:48Z https://arizent.brightspotcdn.com/dims4/default/4223183/2147483647/strip/true/crop/1920x1080+0+0/resize/1200x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F46%2F7d%2F9230f87e47fa914c5f90f29696dd%2Frobertston-roskelley-tinto.png https://arizent.brightspotcdn.com/dims4/default/4223183/2147483647/strip/true/crop/1920x1080+0+0/resize/1200x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F46%2F7d%2F9230f87e47fa914c5f90f29696dd%2Frobertston-roskelley-tinto.png <![CDATA[ 45% expect to claim Social Security before full retirement age: Schroders ]]> https://www.financial-planning.com/news/45-expect-to-claim-social-security-before-full-retirement-age-schroders Tue, 22 Sep 2026 20:07:12 GMT 000001a0-ca98-df60-a1ea-dabd21400001 Zoe Sagalow 2026-09-22T20:07:12Z https://arizent.brightspotcdn.com/dims4/default/c0667f8/2147483647/strip/true/crop/1300x731+0+0/resize/1200x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F86%2F6b%2F7bb72c044f5390708912d45c23e9%2Fnearly-half-of-seniors-use-social-security-as-their-sole-income-source-survey-finds-16x9.png https://arizent.brightspotcdn.com/dims4/default/c0667f8/2147483647/strip/true/crop/1300x731+0+0/resize/1200x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F86%2F6b%2F7bb72c044f5390708912d45c23e9%2Fnearly-half-of-seniors-use-social-security-as-their-sole-income-source-survey-finds-16x9.png <![CDATA[ RIA buyers are getting more picky. Here's what they're looking for ]]> https://www.financial-planning.com/news/ria-buyers-are-more-picky-heres-what-theyre-looking-for Tue, 22 Sep 2026 19:42:35 GMT 000001a0-ca9a-d9db-afe1-fefa09df0001 Tobias Salinger 2026-09-22T19:42:35Z https://arizent.brightspotcdn.com/dims4/default/6446569/2147483647/strip/true/crop/795x574+0+0/resize/795x574!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F0b%2Fd5%2F94c9985f45bcbe152f0f1ad4e3f8%2Fclient-assets-changing-hands-in-m-a-deals-2025-2026-3.png https://arizent.brightspotcdn.com/dims4/default/6446569/2147483647/strip/true/crop/795x574+0+0/resize/795x574!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F0b%2Fd5%2F94c9985f45bcbe152f0f1ad4e3f8%2Fclient-assets-changing-hands-in-m-a-deals-2025-2026-3.png <![CDATA[ 4 questions to help advisors avoid AI tools with risky embedded flaws ]]> https://www.financial-planning.com/opinion/4-questions-to-help-advisors-avoid-ai-tools-with-risky-embedded-flaws Tue, 22 Sep 2026 12:00:00 GMT 000001a0-c4a0-d2d3-a1f0-c7f77b670001 Rachel Schwab 2026-09-22T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/19cf323/2147483647/strip/true/crop/1124x1124+9+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F73%2Fc1%2F813dc57a40f8bcdbd49cc3e0b148%2Fscreenshot-2026-09-21-at-11-35-41-am.png Director of product FP Alpha https://www.financial-planning.com/author/rachel-schwab https://arizent.brightspotcdn.com/dims4/default/d0dffd4/2147483647/strip/true/crop/1140x1124+0+0/resize/685x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F73%2Fc1%2F813dc57a40f8bcdbd49cc3e0b148%2Fscreenshot-2026-09-21-at-11-35-41-am.png https://arizent.brightspotcdn.com/dims4/default/d0dffd4/2147483647/strip/true/crop/1140x1124+0+0/resize/685x675!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F73%2Fc1%2F813dc57a40f8bcdbd49cc3e0b148%2Fscreenshot-2026-09-21-at-11-35-41-am.png