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Financial Planning Homepage | Financial PlanningGet Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts.Financial Planning Homepage | Financial Planning Author Log In Subscribe TAX INVESTING Investment Strategies Wealth Management Estate Planning Retirement planning ESG Financial Advisor Confidence Outlook Investment Strategies Wealth Management Estate Planning Retirement planning ESG Financial Advisor Confidence Outlook PRACTICE MANAGEMENT Practice and client management Recruiting Professional development Growth strategies Compensation Practice and client management Recruiting Professional development Growth strategies Compensation REGULATION AND COMPLIANCE Regulation and compliance Politics and policy Risk Fraud Regulation and compliance Politics and policy Risk Fraud TECH Fintech Artificial intelligence Advances in Tech Fintech Artificial intelligence Advances in Tech INDUSTRY Industry News M&A Career moves Earnings Diversity and equality Industry News M&A Career moves Earnings Diversity and equality OPINION Wealth Think Ask an Advisor Wealth Think Ask an Advisor Follow Us In Real Time twitter facebook linkedin © 2024 Arizent. 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Menu Show Search Search Query Submit Search Log In Subscribe TAX INVESTING Investment Strategies Wealth Management Estate Planning Retirement planning ESG Financial Advisor Confidence Outlook PRACTICE MANAGEMENT Practice and client management Recruiting Professional development Growth strategies Compensation REGULATION AND COMPLIANCE Regulation and compliance Politics and policy Risk Fraud TECH Fintech Artificial intelligence Advances in Tech INDUSTRY Industry News M&A Career moves Earnings Diversity and equality OPINION Wealth Think Ask an Advisor Election 2024 Leaders Forum CE Quiz Events Research Webinars and Whitepapers Magazine Latest Financial Planning SEC to vote on part of stock-trading revamp Financial Planning Judge: Edward Jones didn't breach fiduciary duty by moving client assets Financial Planning Buying a car is tricky — here's how financial planners coach clients Financial Planning BlackRock to offer retail investors 'one-stop' access to private markets ADVISE AI Financial Planning Financial Planning unveils 2024 Innovation Award winners Financial Planning Learn data best practices for your firm at ADVISE AI Financial Planning 5 things to expect at Financial Planning's ADVISE AI Financial Planning ADVISE AI conference to showcase practical uses of AI for advisors; register now WEALTH THINK Michelle Borkowski How to craft creative and compliant marketing: 5 tips for advisors Atty Bruggemann Divorce planning for clients: A guide for financial advisors Robb Lanham 'Coolcations' are hot for HNW clients but carry special risks CE Quiz Financial Planning Continuing Education Credit — August 2024 Financial Planning Continuing Education Credit — July 2024 Financial Planning Continuing Education Credit — June 2024 Broker Compensation Financial Planning What to expect in advisor pay in 2024 Financial Planning Best advisor pay for the $600K producer Financial Planning Best advisor pay for the $400K producer Financial Planning Best advisor pay for the $1M producer Financial Planning Best advisor pay for the $2M producer RIA Leaders Financial Planning Schwab and Fidelity referrals give certain RIAs business, deal others out Financial Planning These are the 20 largest fee-only RIAs, ranked by AUM IBD Elite Financial Planning IBD Elite 2024: The myth of big versus small Financial Planning IBD Elite: The 15 largest independent brokerages in wealth management Financial Planning IBD Elite 2024: The 12 firms with the largest percentage of women advisors Podcast Building community among independent financial advisors Sponsor Content from Osaic Financial Planning FP podcast host Justin L. Mack signs off Financial Planning Why RIA custody is ready for another shakeup Rising Stars Financial Planning These 10 innovative planners are FP's Rising Stars for 2023 Financial Planning Why Eric Rodriguez, an FP Rising Star, wants to change the conversation around money Research Financial Planning How new IRS rules, presidential race will affect wealth management Financial Planning Exclusive research Weathering the storm: Finance adapts to an unstable world American Banker Exclusive research The positive business impact of genuine inclusion Regulation and compliance Wells Fargo's $3M fine shows 'churning' is alive and well A FINRA settlement accuses the firm of failing to supervise a broker who recommended frequent purchases and then resales of various investment products. By Dan Shaw September 13 4 Min Read SHARE THIS STORY Facebook Twitter LinkedIn Email Technology Advisors are using AI to boost productivity. See how at ADVISE AI Leading financial advisors and AI developers will show how the industry can save hours in back-office workflow, generating more time with customers, at Financial Planning's upcoming conference, ADVISE AI. By Rachel Witkowski September 13 Technology AI or advisor? Experts weigh in on the impact of machine learning With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet. By Frank Gargano September 13 Advisor moves: Merrill lands a $2.2B team, Morgan Stanley a $2.7B team UBS, Morgan Stanley, Ameriprise, Bank of America and Cetera were all on the losing end of some of the biggest recruiting deals this week. By Dan Shaw September 13 Retirement This auto-IRA retirement bill has hope if Democrats win the House While the Auto IRA Act of 2024 is "long overdue" for some, others feel it represents the "nanny state." By Rob Burgess September 12 40 Brokers Under 40 Broker dealers Top 40 Under 40 Wealth management 2024 40 Under 40 Wirehouses These are the 40 top young brokers in 2024 Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40. By Victoria Zhuang February 6 1 Min Read Diversity and equality Professional development Ameriprise 2024 40 Under 40 Succession planning Recruiting Shrinking headcounts a growing problem The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times. By Tobias Salinger February 6 11 Min Read Broker dealers Top 40 Under 40 Wealth management 2024 40 Under 40 These are the top 40 regional brokers under 40 in 2024 Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms. By Victoria Zhuang February 6 1 Min Read More from Financial Planning Practice and client management Ex-NFL star, UBS exec envisions a future with more women advisors Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way. By Rachel Witkowski September 12 ESG Asset managers are investing in once-shunned nuclear stocks Fund managers are betting that nuclear energy, an area traditionally off-bounds for investors with environmental mandates, is set to make a comeback. By Lisa Pham September 12 Technology ChatBlackGPT CEO: Advisors can use AI to diversify their client base Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow their client base. By Rachel Witkowski September 11 Industry News Ex-Morgan Stanley advisor accused of stealing retiring colleague's clients Within days of a colleague's retirement and having been introduced as their new advisor, Corbin Hoffner left for Raymond James. By Dan Shaw September 11 Retirement planning How advisors can ease client fears of outliving retirement income It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future. By Rob Burgess September 11 See All Advances in Tech Manage bill pay for your high-net-worth clients with greater confidence. Partner Insights from BILL PRESS RELEASES American Banker Arizent Announces Partnership With Jobbio's Amply Network IBD ELITE 2024: THE MYTH OF BIG VERSUS SMALL The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too. 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