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Green investors get big returns as market powers past Trump's attacks
A dramatic rebound in clean-tech stocks has investors in the green economy hoping they can finally turn the page on years of punishing underperformance.
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The FPA at 25: Fighting for fiduciary duty — and against shrinking ranks
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?
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What 4,000 advisor responses reveal about shifting industry concerns
Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.
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Ask an Advisor: How can I find a mentor?
Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.
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LPL recruiters pivot to wirehouses as Commonwealth retention nears goal
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.
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Commonwealth teams jump to Cetera, Osaic, Raymond James: Advisor Moves
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.
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States plan votes on tax hikes
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.
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Six AI capabilities advisors say they need — but don't have
A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.
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Ameriprise's relationship with Comerica in limbo after Fifth Third deal
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."
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How advisors are using AI tools for prospecting and growth
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.
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Private equity push creates fiduciary conundrum for plan sponsors, advisors
An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.
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How getting AI to 'think' like an advisor can lighten regulatory risks
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.
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Fed's rate cut trajectory unclear as dueling dissents emerge
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.
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Why the AI bull market is raising diversification red flags
Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.
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UBS bleeds $8.6B amid advisor exodus but touts 'strategic reset'
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.
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When it comes to how AI uses data, it's 'garbage in, garbage out'
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.
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AI can whip up a financial plan in seconds. But can advisors trust it?
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.
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Morgan Stanley buys EquityZen in first deal for CEO Ted Pick
Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.
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Crypto in portfolios is here to stay — but not as a side bet
A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.
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