Advisors who market to everyone may connect with no one
Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.
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Raymond James takes large chunk of Merrill team: Advisor Moves
Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.
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Inside Eric Clarke's vision for AI in advisor compliance
The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.
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Millionaire tax proposal in Rhode Island gets governor's support
Rhode Island Governor Dan McKee proposed a higher tax on millionaires to help fill a hole in the state's budget.
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How dual share classes could reshape the future of ETFs
Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?
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Goldman's stock traders beat their own Wall Street record
Goldman Sachs shattered expectations with a record $4.31 billion in fourth-quarter equities trading revenue, topping its own Wall Street high set just months earlier.
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Morgan Stanley barrels toward $10T as new assets more than double in Q4
The wealth management giant capped off 2025 by pressing ever closer to the asset and wealth management target set by former CEO James Gorman.
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Parental leave stress-tests a practice. Here's how advisors make it work
Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.
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Private credit drops safeguard to win deals on Wall Street terms
Once rare, the same kind of permissive terms that are widespread on leveraged loans are becoming increasingly common in the $1.7 trillion private credit market.
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Raymond James to acquire $46B Clark Capital Management
Philadelphia-based Clark Capital will be one of several "boutique" firms in Raymond James' global asset management division.
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RIAs that don't invest in marketing aren't growing organically, study says
An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.
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Net new assets stall at Citi Wealth following Q4 drop
A sharp fourth-quarter decline in net new investment assets weighed on Citi's wealth division, tempering full-year growth despite revenue gains.
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Despite high-profile defection, Merrill says advisor exits at record low
Bank of America's wealth management businesses suffered a blow last year when principals of a team that managed $130 billion in AUM left for independence. Merrill executives are now looking to the future with ambitious recruiting and cross-selling plans.
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37% of AI time savings eroded by need to review and revise outputs
While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.
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How to turn appreciated stock into tax savings with gain harvesting
Tax-loss harvesting's overlooked cousin can pay off for clients with low-earning years, concentrated positions or UTMA accounts.
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FPA launches platform to educate advisors on AI
The FPAi Authority offers demos, guidance and insights to help planners adopt AI effectively in their practices.
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2026 corporate tax landscape: What advisors need to know
Corporate tax rates vary widely by state, affecting client business decisions around relocation, expansion and growth planning. Here's how the landscape is changing in 2026.
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Pershing inflows leap to $51B ahead of RIA referral launch
The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.
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JPMorgan 'leans in' on advisor hiring amid record net new assets
The megabank sees its asset inflows swell by 14% while reporting greater numbers of client advisors and private bank advisors.
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Wells Fargo Advisors head: 'No advisor can outgrow this firm'
Wells Fargo stands out among wirehouses with FiNet, its dedicated channel for independent advisors. Wells Fargo Advisors head Sol Gindi says this structure gives the firm a competitive advantage rivals will find difficult to replicate.
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