Financial Planning

This financial advisor's latest court ruling over her onetime business partner may have completed a lengthy legal dispute that is a cautionary tale for any M&A deal. #financialadvisors #financialplanning #mergersandacquisitions bit.ly/4sxzDSO

Congrats to Aaron Gabrielian of @RBCWealth for making the No. 38 spot in our annual ranking of top-producing regional brokers under 40! 👏 See details and the full list here: bit.ly/3ZsGyAc #brokers #wealthmanagement #finance

A wave of OBBBA tax rules is creating confusion and prompting questions from clients, especially on these key issues. #tax #OBBBA #financialadvisors bit.ly/4bnDiM8

Many clients derive much of their wealth from their ownership of businesses, but they may not be anticipating all of the planning challenges. So @TheAmerCol is helping advisors help them. #entrepreneurship #estateplanning #successionplanning bit.ly/4bIw9ap

Congrats to Thomas Hurley of @MerrillLynch Private Wealth Management. He’s No. 38 on the 2026 Top 40 Brokers Under 40 ranking! 👏 See details and the full list here: bit.ly/4qrp1Dm #brokers #wealthmanagement #top40

After a protracted fight, an @USDOL proposal to subject retirement advice to the fiduciary rule goes down in court. #financialplanning #401(k)s #retirement bit.ly/41cfaqV

Nearly half of investors worry government policies could weaken retirement security, but many aren’t talking to their advisors. Here’s what that gap means. #SocialSecurity #retirement #tax #financialadvisors bit.ly/3PEjhcG

Congrats to William Cabell II of @RBCWealth for making the No. 37 spot in our annual ranking of top-producing regional brokers under 40! 👏 See details and the full list here: bit.ly/3ZsGyAc #brokers #wealthmanagement #finance

Jerome Powell's time helming the Fed is winding down. Join us tomorrow for a deep dive intothe latest #FOMC meeting and what's next for the economy, featuring insights from Sean Snaith of @ucf_ief and @GarySiegel_BB. Register for free now: bit.ly/4s1um60 #FOMC #powell #economy

The @JDPower rankings for investor satisfaction are here, and this year's study suggests that fintech firms are getting greater reach. Here's what it means for financial advisors. #wealthmanagement #finance #financialadvisors bit.ly/4bBqrpz

Advisor tech platform Flourish has debuted its new Flourish Lending platform, which will allow existing RIA clients to offer refinancing, cash-out refinancing and new home purchase loans. #flourish #mortgage #refinancing bit.ly/3NKokYy

Congrats to Andrew Cottrell of @MerrillLynch Wealth Management. He’s No. 37 on the 2026 Top 40 Brokers Under 40 ranking! 👏 See details and the full list here: bit.ly/4qrp1Dm #brokers #wealthmanagement #top40

Buying the technology is the easy part. But how can firms convince advisors to use it? A at @t3techhub panel has answers. #estateplanning #artificialintelligence #t32026 bit.ly/47JXt5F

Congrats to Robert Hester of @RaymondJames for making the No. 36 spot in our annual ranking of top-producing regional brokers under 40! 👏 See details and the full list here: bit.ly/3ZsGyAc #brokers #wealthmanagement #finance

Any financial advisors seeking to grow the business with marketing will need to build a "funnel" for prospects. But experts say many of them make these common mistakes along the way. #wealthmanagement #marketing bit.ly/4luyw3Z

.@UBS always knew its attempt to have a $1 million arbitration award overturned was a longshot. That longshot failed last week. #financialplanning #weatlhmanagement #arbitration bit.ly/3NntOZe

Congrats to Brian Sharp of @MerrillLynch Wealth Management. He’s No. 36 on the 2026 Top 40 Brokers Under 40 ranking! 👏 See details and the full list here: bit.ly/4qrp1Dm #brokers #wealthmanagement #top40

In this year’s @t3techhub survey, two familiar names dominated the new AI note-taker category. The tools have been adopted by nearly half of all advisors — likely more. #artificialintelligence #wealthmanagement #T32026 bit.ly/4bq77vn

Congrats to Christopher Lussier of @RaymondJames for making the No. 35 spot in our annual ranking of top-producing regional brokers under 40! 👏 See details and the full list here: bit.ly/3ZsGyAc #brokers #wealthmanagement #finance

At this year’s @t3techhub conference, @advyzon, Kwanti, The Oasis Group, Libretto and @SyntaxData all debuted or teased upgrades to their platforms, almost all centered around AI. #artificialintelligence #wealthmanagement #technology bit.ly/40zBBpL