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| domain | financial-planning.com |
| summary | **Summary:** The content provided is a comprehensive overview of the wealth management industry, including: 1. **Topics Covered:** - Investment Strategies - Wealth Management - Estate Planning - Retirement Planning - ESG (Environmental, Social, and Governance) Factors - Financial Advisor Confidence Outlook - Practice Management (including recruitment, professional development, growth strategies, and compensation) - Regulation and Compliance (covering regulation, politics and policy, risk management, and fraud) - Technology (fintech, artificial intelligence, and advances in tech) - Industry News (career moves, earnings, diversity and equality) 2. **Articles:** - Discussions on AI's role in wealth firms and its potential future impact. - Analysis of the House GOP tax bill and Scotiabank's targeting of Canada's affluent South Asians. - Articles on attracting new clients using color theory and balancing standardization with RIA autonomy. - Compliance teams' views on emojis use. - CE quizzes for Continuing Education Credit (April, March, February 2025). - Interviews/opinions from industry leaders such as Michael Kitces on AI's capabilities. - Rising Stars in wealth management and expected trends in advisor pay. - Consolidation's impact on fiduciary duty in RIAs and rankings of top fee-only RIAs by AUM. - The myth of big vs small firms in IBD Elite 2024, and the largest independent brokerages in wealth management. - Research on ESG conversations with clients, IRS rules affecting wealth management, and genuine inclusion's business impact. 3. **Key Dates:** - Continuing Education Credit quizzes available for April, March, and February 2025. - Nominations open for the '2025 Rising Star in Wealth Management'. |
| title | Financial Planning Homepage | Financial Planning |
| description | Get Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts. |
| keywords | planning, wealth, management, advisor, industry, advisors, retirement, tech, career, research, firms, news, brokers, strategies, practice, professional, development |
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| nslookup | A 15.197.254.45 |
| created | 2025-04-19 |
| updated | 2025-05-14 |
| summarized | 2025-05-14 |
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