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Financial Planning (Arizent)

Financial Planning (Arizent)

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Advisor-focused planning, wealth, tax, retirement and practice intel.

Recent Posts

DOL Moves to Undo Stricter Independence Test for Brokers
News•Feb 27, 2026

DOL Moves to Undo Stricter Independence Test for Brokers

The Department of Labor has issued a proposal that would replace the Biden‑era “totality of the circumstances” test with a simpler “economic reality” test for determining independent‑contractor status. The change is aimed at easing the classification process for brokerage advisors, who many firms argue need the flexibility to operate as contractors. Industry groups such as Cetera Financial Group and the Financial Services Institute welcomed the move, saying it protects their business model and revenue‑share arrangements. The DOL will accept public comments on the rule until April 28.

By Financial Planning (Arizent)
Private Markets in 401(k)s Face Major Liquidity Challenges: Morningstar
News•Feb 27, 2026

Private Markets in 401(k)s Face Major Liquidity Challenges: Morningstar

Morningstar’s new research shows that liquidity, not performance, is the primary obstacle for private‑equity and credit products in 401(k) plans. Simulations using real participant data reveal that even modest redemption flows can exhaust liquidity buffers, forcing managers to allocate up...

By Financial Planning (Arizent)
RBC's U.S. Wealth Unit Defies Inflow Slump with Asset Surge
News•Feb 26, 2026

RBC's U.S. Wealth Unit Defies Inflow Slump with Asset Surge

Royal Bank of Canada’s U.S. wealth management unit posted a 12% year‑over‑year asset increase to $777.2 billion in its fiscal Q1 2026, despite net new inflows dropping more than half to $4.9 billion. The division added roughly $180 billion in assets over the...

By Financial Planning (Arizent)
To Jumpstart Centers of Influence Referrals, Think Outside the CPA
News•Feb 26, 2026

To Jumpstart Centers of Influence Referrals, Think Outside the CPA

Financial advisors are urged to broaden referral networks beyond traditional CPAs and lawyers, embracing strategic alliances with diverse centers of influence. Mike Byrnes suggests using happy clients for warm introductions and targeting non‑traditional partners such as yacht dealers, realtors, clergy,...

By Financial Planning (Arizent)
6 Ways Family Offices Can Keep Cybercriminals at Bay
News•Feb 26, 2026

6 Ways Family Offices Can Keep Cybercriminals at Bay

Cybercriminals are increasingly targeting high‑net‑worth individuals, exploiting the wealth of personal and financial data stored online. The FBI reports $16.6 billion lost to internet‑enabled crimes in 2024, highlighting the scale of the threat. Family offices, positioned as trusted advisors, can extend...

By Financial Planning (Arizent)
New Project Aims to Translate Client Reviews Into 'Relationship Alpha'
News•Feb 25, 2026

New Project Aims to Translate Client Reviews Into 'Relationship Alpha'

The University of Texas at Austin’s McCombs School launched a graduate capstone that applies natural language processing and machine learning to thousands of Wealthtender client reviews, creating a new metric called “relationship alpha.” The project, led by a half‑dozen analytics...

By Financial Planning (Arizent)
Inside the Programs Reshaping Financial Planning's Talent Pipeline
News•Feb 25, 2026

Inside the Programs Reshaping Financial Planning's Talent Pipeline

The Certified Financial Planner (CFP) Board is expanding its influence in higher education, with more than 360 registered programs and a 16% growth in offerings since 2020. Universities from Michigan State to Wisconsin‑Madison are launching minors, certificates, and even doctoral...

By Financial Planning (Arizent)
Games and Graphics Boost Client Engagement, Understanding
News•Feb 24, 2026

Games and Graphics Boost Client Engagement, Understanding

Financial advisors often struggle to convey intricate retirement rules. A recent working paper compared infographic‑style visual explanations with a gamified, scenario‑based tool, finding both improve client understanding, with infographics excelling at technical knowledge and games driving behavioral awareness. Participants receiving...

By Financial Planning (Arizent)
What AI Stock Selloffs May Be Getting Wrong in Wealth Management
News•Feb 24, 2026

What AI Stock Selloffs May Be Getting Wrong in Wealth Management

Wealth‑management firms such as Ameriprise, LPL, Raymond James, Charles Schwab and Stifel posted record client‑asset levels while boosting net revenue 17% and pretax earnings 21% in 2025, according to Fitch. Despite recent AI‑related sell‑offs and broader macro volatility, the sector’s fundamentals remain...

By Financial Planning (Arizent)
Ask an Advisor: What Mistake Made You a Better Advisor?
News•Feb 24, 2026

Ask an Advisor: What Mistake Made You a Better Advisor?

The "Ask an Advisor" column gathers six seasoned financial planners who each recount a pivotal mistake that reshaped their practice—from undervaluing fees and missing non‑verbal client signals to dominating conversations, overpromising service, scrambling for quick answers, and trying to handle...

By Financial Planning (Arizent)