Negotiating with hospitals, investing in HSAs early, and having a plan for emergencies are all ways experts said advisors can help clients navigate the complicated health care landscape when clients are in debt.
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Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
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Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.
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John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
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The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.
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For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.
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As the RIA industry's own declaration of independence turns 86, its underpinnings have never been at greater risk, writes fiduciary maven Knut Rostad.
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High-earning millennials and Gen-Zers now have two clearcut ways to pay down student debt — but with clarity comes a smaller margin of error.
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Saying nothing is a dealbreaker. An RIA founder shares proven marketing strategies to show sincere support for LGBTQ goals.
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 rollovers to exit on their own terms.
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Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
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It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.
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Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.
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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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