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Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.

A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.

Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.

Cynthia Overby is Director, GTM strategic security solutions at Rocket Software, a global technology leader in modernization solutions for enterprises running critical IT systems.

Daniel E. Coates retired from the Federal Housing Finance Agency in 2024. Prior to his retirement, he served as the acting chief of staff and the deputy director in charge of the agency's division of research and statistics.

Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.