News, analysis, insights and data for financial advisors
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Some worry AI will eat into the lucrative business @Schwab has managing client cash. Now a new offering promises to ensure much of that cash stays within Schwab’s ecosystem. #financialplanning #investments #financialadvisors
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Longtime SEC Commissioner @HesterPeirce has announced plans to step down from the agency on Oct. 2. Her next stop: @RegentU. #SEC #crypto #regulation
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Forget talking up big investment gains or fancy portfolio strategies. This 45-year veteran advisor says listening is the most valuable skill for financial advisors to master. #financialadvisors #RIAs #professionaldevelopment financial-planning.com/news/…
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"Being in Asheville shows that there is no climate haven." Two years after Hurricane Helene devastated areas of North Carolina, @EarthEquityAdv founder Pete Krull says advisors need franker talks with clients about where they invest and where they retire. #ESG #ClimateWeekNYC #Retirement
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We’re used to hearing how RIA deal counts always go up. This year’s third quarter is poised to deliver some very different news. #financialplanning #RIAs #financialadvisors
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Tax law changes are leading more businesses to consider being a C corporation — but also adding benefits for being a passthrough entity. Here is how advisors can navigate choice of entity. #financialadvisors #financialplanning #entitystructure
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Forget hiring a young person over the summer to fetch coffee and file papers with a little promise at the end to keep in touch. Here's how RIAs can build successful internships. #RIAs #financialadvisors #jobs financial-planning.com/news/…
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When it comes to decisions around equity compensation, tax considerations are usually at the forefront. But other factors — plan restrictions, performance expectations, liquidity needs and more — should be in the mix, too, says Nathan Bidner of GrantD Equity. #equitycomp #tax #wealthmanagement
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Communication, career paths, compensation and capital financing can help RIA owners ensure their successors remain with the firm. Here's how experts suggest they put those in place. #RIAs #financialadvisors #successionplanning financial-planning.com/news/…
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Alzheimer's is the fifth-leading cause of death among Americans 65+. Yet most people with diminished capacity are still managing their own finances. Advisors who plan ahead — before a crisis — can protect both money and autonomy. #Alzheimers #EstatePlanning #Finance
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For the second year in a row, @UBS sweetens its advisor compensation in a bid to retain advisors. #financialplanning #financialadvisors #compensation
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Next week, join moderator mois and recruiting and M&A expert Jeff Nash of Bridgemark Strategies for a free webinar on the latest trends driving advisory practice valuations. zoom.us/webinar/register/371… #financialadvisors #RIAs #professionaldevelopment
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When a firm that’s recruiting you as an advisor offers to provide you with legal advice, who do the lawyers really represent: You or the firm? #financialplanning #wealthmanagement #financialadvisors
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When should clients claim Social Security? A @SchrodersUS survey found 45% of respondents plan to claim their benefits before reaching full retirement age. Advisors can guide clients through picking smart timing. #financialadvisors #retirementplanning #socialsecurity
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M&A deal volume is down this year, but RIA sellers will not be hearing crickets when they engage in the process, experts say. Here's a dive into the nuances driving M&A these days. #mergersandacquisitions #RIAs #financialadvisors financial-planning.com/news/…
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When AI platform providers use “human in the loop” as a verbal safety net, bad things can happen — especially for the advisor clicking “approve” on an AI agent’s flawed recommendation, says Rachel Schwab of FP Alpha. #AI #RIAs #humanintheloop
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Financial planning is supposed to instill confidence in clients. But it doesn’t always, according to surveys from @Fidelity and @EdwardJones. #financialplanning #wealthmanagement #retirement
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The @claudeai for Financial Advisors suite from @AnthropicAI chose @CharlesSchwab as the first custodian for the new service. But that doesn't mean Schwab’s rivals were caught flat-footed. #RIAs #wealthmanagement #AI financial-planning.com/news/…
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State-level estate taxes and domicile rules can create unexpected tax burdens for clients. Financial advisors must stay informed on state-level requirements. #estateplanning #financialadvisors #financialplanning
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Buried gold in a wildfire zone. A hot-shot hauling business. We asked advisors for unusual client retirement plans — the answers did not disappoint. #AskAnAdvisor #RetirementPlanning #BehavioralFinance
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