How advisors can help couples build financial harmony
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
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How advisors can help couples build financial harmony
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
Read More -
How advisors can help couples build financial harmony
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
Read More -
How advisors can help couples build financial harmony
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
Read More -
How advisors can help couples build financial harmony
Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
Read More -
How taxes can dim the shine of gold and silver investments
The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.
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Behind the Marvel-movie inspired AI 'super agents' coming to Morgan Stanley
Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
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AI can transcribe client convos — but it fails to understand them
The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.
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Foreign equities top advisors' list for increased allocations
Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
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How to prevent spendthrift heirs while securing firm longevity
Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.
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Advisors are the new go-to source for estate planning — here's why
With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
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Wealth manager stocks sink as new AI tool sparks disruption fear
Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.
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Stifel vows to keep fighting $133M arb award from now-barred broker
A federal judge rejected Stifel's bid to dismiss a FINRA penalty. The firm has paid millions to former clients, with 20 more cases still in the works.
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These are the top 40 regional brokers under 40 in 2026
Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
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How 3 top-producing advisors made youth an asset
Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymnd James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as an asset.
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These are the top 40 brokers under 40 in 2026
Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
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How can RIAs replenish the pipeline for new advisor talent?
Over a third of all advisors plan to retire in the next few years, leaving an industry gap tens of thousands short of anticipated demand. How can firms keep up?
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Health care inflation on track to consume Social Security in retirement
Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.
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How delegating to key staff helped land a $20M client
The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
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Nearly 3 in 4 advisors say their firms invest in career development
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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