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In an ever-expanding and constantly shifting profession marked by messy but important debates, can one of the field's most important organizations keep up with the times?

Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.

Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.

LPL CEO Rich Steinmeier said the firm is nearing its goals for retaining Commonwealth Financial Network's assets and advisors, freeing up internal recruiters to bring in advisors from other firms.

Wells Fargo pulls $722M in AUM from Merrill while Osaic adds a $540M team from Primerica (but gets sued); Stifel sells independent unit, and First Clearing names new head.

Voters in 20 states will be asked to weigh in on ballot referendums and measures concerning an estimated total of $3.1 billion in potential tax hikes.

A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.

When an analyst asked about Fifth Third's $11 billion deal to buy rival Comerica, CEO Jim Cracchiolo mentioned the seller's Ameriprise "contract and agreements."

AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.

An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.

Speakers on an "AI & Compliance" panel at Financial Planning's ADVISE AI conference say advisors can use existing basic compliance principles to make sure their AI use doesn't step on any regulatory landmines.

The Federal Open Market Committee voted to reduce interest rates by 25 basis points Wednesday, but the emergence of dissents on the committee makes the chance of another quarter-point cut in December less certain.

Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.

Unpopular compensation changes at UBS continue to drive advisor attrition, costing the firm billions in client assets. But despite the outflows, executives say the new policy is helping improve UBS' profits.

It isn't just the data itself that firms should be focused on, panelists at ADVISE AI said, but how that data is connected and how relevant it still is.

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.

Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.