The U.S. Department of Labor proposed giving fiduciaries discretion to include alternatives, such as private investments and cryptocurrencies, in 401(k) plans. Some CFPs say it would be too risky. #wealthmanagement#financialadvisors#investing https://t.co/XBHV4oeoJa
Passive funds have surpassed active vehicles in a decade-spanning trend. But a new study calls for closer examination of the subtleties within the active-passive debate. #investing#portfoliomanagement#wealthmanagement https://t.co/2S6cittDRm
Clients may not be sure which charities will receive their contributions to donor-advised funds β advisors can help them carefully consider options. #financialplanning#charitablegiving#donoradvisedfunds
https://t.co/BSbOxuh1Cj
There is so much financial advisor movement through recruiting and M&A deals that @ISS_Mkt_Intel said rep movement reached a 3-year high in 2025. So who won and who lost? #financialadvisors#RIAs#wealthmanagement https://t.co/VlbH6OATZ6
Just 2 days left until the free summit on alternative investments! Register now for the free event featuring @ricedelman of @thedacfp and several other experts: https://t.co/hTYSqjnQMy
#crypto#alts#investing
#AI and advisor content donβt mix, says Anderson Lafontant, managing director at Blue Zone Wealth Advisors β at least when it comes to first drafts. #LinkedIn#financialadvisors
https://t.co/WvJ1Qp6Lde
Itβs not advisors who arenβt doing succession planning for themselves. Family offices are doing it for their wealthy clients. #financialplanning#familyoffices#wealthmanagement
https://t.co/QGCubZJtAO
Plan for unexpected costs in retirement, when necessary expenses are a larger portion of income than during working years, and unexpected costs can throw a wrench in the works.
#financialplanning#retirementplanning#retirementincome
https://t.co/WlWUbKwJmL
Financial advisors: If you continue serving both clients when they file for divorce, you risk a conflict of interest. #divorce#financialadvisors#clientmanagement
https://t.co/Z9nzOLFsZi
The Department of Laborβs proposed fiduciary rule would speed the way for inclusion of alts in 401(k) retirement plans. Yet the DOL seems to have βabandoned any plausible concept of the core ERISA fiduciary concepts of loyalty, care and prudence,β writes Knut Rostad of @FiduciaryInst: https://t.co/E9YVhLm3bS
#fiduciary #401k #alternativeinvestments
An advisor's marketing success can hinge on the colors in their logo, branding, ads β and even their clothing. Sound farfetched? In one test, the image of a man in a blue sweater garnered 12% more HNW leads than a photo of the same man in a red jumper. #marketing#branding #leadgen
https://t.co/aRlLBIBK4s
105 years ago, a white supremacist mob killed hundreds and burned down "Black Wall Street" in Tulsa, Oklahoma. Rioters, deputized by local law enforcement, destroyed a 35-block area, leveling 1,200 homes, looting 300 others and ruining 191 businesses β robbing the neighborhood and its people of the means of building wealth. This is the wealth significance of the Tulsa Race Massacre.
#history #financialtrauma #wealthmanagement #financialplanning
https://t.co/Xh2b7ZFkI5
An @NBA player in the 1970s and 1980s, Junior Bridgeman went on to build generational wealth through smart investments and hard work. Read on for 6 books that inspired him. #JuniorBridgeman#estateplanning#wealthmanagment
https://t.co/0OI2LssoUQ
Today's successful RIAs tend to base advisor compensation on systems and processes that teach advisors the ways of the industry, according to @SuccessionRG's 2026 compensation study. "There's intention behind how you get from the starting place to being a lead advisor at some point in the future," said Ryan Grau, director of valuations. #AdvisorCompensation #RIAs #advisorgrowth
https://t.co/74qV9UL1j3
Do you know a financial planner who's a rockstar in their field, going above and beyond for their clients or their firm? Nominate them today to be a Rising Star β only 30 days left! #RisingStars#financialplanners#financialadvisors
https://t.co/HJlh5TiclA