FP’s July continuing education quiz open for financial advisors
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Saturday, September 12, 2026
Tag: advisors
How SEC’s e-delivery rule could cut paperwork, costs for advisors
Document delivery between financial firms and the SEC might be upgraded to what some in the industry consider an overdue ...
An Advisor’s Guide To Opening 530A “Trump Accounts”
July 4, 2026 saw the official launch of Sec. 530 "Trump Accounts" (TAs), a new type of 'starter' retirement account ...
Why advisors are closely watching Dimensional’s next move
The close ties between the pioneering low-cost factor investing firm Dimensional Fund Advisors and thousands of planners date back 37 ...
How advisors can tailor services to clients with ADHD
Forgetting bills, shame around spending and avoiding finances due to overwhelm are all common experiences for clients with attention-deficit/hyperactivity disorder. ...
How wide is the gender pay gap among financial advisors?
Despite more women becoming financial advisors, they're still much less likely than their male counterparts to reach the upper echelons ...
How financial advisors’ tenures tie into their compensation
Financial advisors are "grossly underpaid" in their first three years, but "grossly overpaid for the rest of your career," according ...
How advisors can help clients plan for fertility treatment costs
As more U.S. couples rely on fertility procedures, financial advisors suggest keeping separate savings for procedures, to be prepared for ...
JPMorgan’s AI beat the 60-40 in tests; advisors aren’t worried
Although JPMorgan recently showed that AI can outperform a 60-40 portfolio, investors are still likely to turn to human advisors ...
Introducing New CE-Eligible Podcast And Level Up Case-Study Training For New Advisors, And the State Of The (Nerd’s Eye View) Blog
As markets bounce back from spring turmoil to new record highs this summer, and growth of financial advisory firms continues ...
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