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Author Log In Subscribe * RIAs * Tax Planning * Regulation * More * Technology * Events * Asset Management * Retirement planning * Research * Resources * Technology * Events * Asset Management * Retirement planning * Research * Resources Follow Us In Real Time * twitter * facebook * linkedin © 2022 Arizent. All rights reserved. Menu Show Search Search Query Submit Search Log In Subscribe * RIAs * Tax Planning * Regulation * More * Technology * Events * Asset Management * Retirement planning * Research * Resources Follow Us In Real Time * twitter * facebook * linkedin * Investment strategies * CE Quiz * ESG * Leaders * Industry News * Wirehouse advisors LATEST * Financial Planning Credit Suisse asked by US lawmakers about Russia sanctions compliance * Financial Planning Biden to propose 20% tax aimed at billionaires, unrealized gains * * Financial Planning Citizens on the hunt for Florida wealth manager following deal spree * Financial Planning Geneos likely first of many wealth managers to settle a GPB Capital case * Financial Planning Edward Johnson III, fund pioneer at Fidelity, dies at 91 * Financial Planning Cetera adds team from LPL as COVID ‘overhang’ delays some moves Voices * Eben Burr Why and how I let my clients ‘meme’ like the cool kids * Mike Watson Inner Growth: Profitably expanding your firm by gaining scale * Peyton Prince How the pandemic drove me into financial services — and why I’m staying CE Quiz * Financial Planning Continuing Education credit — February 2022 * Financial Planning Continuing Education credit — January 2022 * Financial Planning Continuing Education credit — December 2021 Podcast * Financial Planning 4 questions for a financial advisor on a mission to expand access * Financial Planning 5 questions for incoming FP Podcast host Justin L. 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Brand is key. Size matters. By Lynnley Browning March 28 1 Min Read SHARE THIS STORY * Twitter * LinkedIn * Email * Tax Tax hikes on the wealthy roar back in Biden budget; ‘Like Friday the 13th’ Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals. By Lynnley Browning 6h ago * Investment strategies Morgan Stanley may be late to the ETF party, but for active management, the night is young Will its portfolio managers be comfortable working with ETFs and their transparency and capacity issues? By Janice Kirkel 6h ago * * Fintech Goldman Sachs buys retirement wealthtech NextCapital Large financial institutions are investing in technology to tap into the growing workplace wealth market. By Ryan W. Neal 8h ago * Regulation and compliance Fraudster gets 16 years while already doing time for naked home invasion The unregistered financial advisor’s crimes became only the latest example of how securities cases can spill over into substance abuse and violence. By Tobias Salinger March 29 40 Brokers Under 40 * Industry News These are the Top 40 Brokers Under 40 This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue. By Tobias Salinger February 1 * Industry News These are the Top 40 Regional Brokers Under 40 This elite group of young regional employee representatives collectively generate more than $87 million in annual revenue. By Tobias Salinger February 2 * Industry News These women are the top 3 young brokers The advisors’ success offers lessons for aspiring wealth professionals and brokerages aiming to change a predominantly white and male industry. By Tobias Salinger February 1 See All More from Financial Planning * Wealth management CFP Board beefs up digital advisor resources with new guides on conflicts, duty of care and the financial planning process General Counsel Leo Rydzewski said more help is on the way as the organization bolsters its repository of tips and how tos. By Justin L. Mack March 29 * Regulation and compliance LPL and Integrated Partners RIA quietly settled fraud case for $1M A widow alleged that an imprisoned ex-financial advisor’s enterprise pursued “a malicious campaign” against her after she fell victim to his scheme. By Tobias Salinger March 28 * Practice and client management Financial advisors building up holistic planning capabilities Nearly half of advisors are optimistic about expanding the services they offer clients in the coming years. By Diana Li March 28 * Tax Miami's GenTrust eyes big profits with Puerto Rico tax play The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives. By Lynnley Browning March 27 * Industry News Ameriprise, Raymond James, Baird, plus, a free client-acquisition course, and a Bitcoin mining settlement Here's what happened over the last week in wealth management. By Editorial Staff March 27 See All Direct Indexing The story of an obscure strategy for the ultrawealthy that became a $1 trillion opportunity for the masses Follow Us In Real Time * googlenews * twitter * applenews * facebook * linkedin * * About Us * Contact Us * Financial Planning Magazine * CE Quiz * * RSS Feed * Privacy Policy * Subscription Agreement * * Content Licensing/Reprints * Advertising/Marketing Services © 2022 Arizent. All rights reserved. © 2022 Arizent. All rights reserved.