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The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion. Some worry what little progress they've shown since is now at risk.
March 12
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The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.
March 11
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The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.
March 11
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Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.
March 10
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Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.
March 10
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From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and strengthening existing ones.
March 10
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Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7
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As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.
March 7
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Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.
March 6
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For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.
March 5
