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A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.

From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth management names you know and love.

FP's general knowledge continuing education quiz is aimed at keeping advisors current on timely, important issues in wealth management — and helping them maintain professional certification.

LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from their recent purchase of Commonwealth. But advisor departures have ticked upward.

The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced data protection features.

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.

As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit margins, UBS seeks to help new and existing advisors sharpen their expertise.