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Digital media is key for financial advisors to connect with their current clients and attract new ones.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

“It will dramatically expand the number of advisors who will be fiduciaries under ERISA,” says one expert.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

The wacky performers can teach us how to grow our businesses, writes Chip Munn.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.

Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.