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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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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
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Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 10
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Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymond James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
February 10
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
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Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?
February 9
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Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.
February 9
