Survey points to a disconnect between high-net-worth demand for sophisticated tax guidance and the relatively limited role of after-tax returns in many advisors’ decisions.
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Individual investor assets surge, forcing firms and advisors to rethink growth strategies.
Advisor360 survey finds RIA, broker-dealer, and bank advisors leaning on AI for meetings and CRM updates, but remain wary of handing it the keys to advice decisions.
The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and implementation for day-to-day work.
New ranking compares all 50 states on affordability, education, safety and family economics.
Microsoft founder’s annual note frames 2026 with AI optimism and philanthropy challenges that matter to investment strategy.
Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the Financial Planning Association.
Report finds advisor effectiveness hinges on sentiment, not just strategy.
The Nvidia chief’s support for a one-time levy puts him at odds with fellow tech moguls, some of whom are reportedly exiting the state.
New research shows cost concerns overshadow workforce health gains, challenging benefits strategies.
Spot gold is nearing its late 2025 high as geopolitics and Fed rate easing are in focus.
New research shows asset managers prioritizing mega RIAs and aggregators in coverage strategy.
The proposed new income levy would build on the state’s “Taylor Swift tax,” adding to a growing web of state-level measures impacting affluent households.
McKinsey estimates a shortage of about 100,000 advisors by 2034, so what are firms doing about it?
Wells Fargo poll reveals that saving tops ambitions but confidence is strong even as habits lag commitment.
EY America’s Ugur Hamaloglu says the investment required means the technology has to drive client acquisition, engagement, and personalization.
Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a "tribe" for independent and underrepresented members of the industry.
Regulator pushes new compliance mandate that was due to take effect from now
Tom Bratkovich, chief investment officer at DCA Family Office looks back over the year
