Are government-backed “Trump accounts” a solution to America’s retirement issues or just another distraction? Experts are ambivalent about the new accounts. #Trump #529plan #financialadvisors.

A few advisors are voting with their feet as @LPLFinancial nears its acquisition of @commonwealthfp. #wealthmanagement #financialplanning #financialadvisors.

Fixed income fintech @MomentHQ_ has raised $36 million and announced a partnership with @LPL. Check out the details. #fintech #fixedincome #trading.

Direct indexing can offer big benefits in the form of increased control and tax-loss harvesting. But for many investors, “the juice isn’t worth the squeeze.”.#wealthmanagement #directindexing #investmentstrategies.

There is a longer list of custodians to choose from and an even bigger group of factors that may influence that choice for RIAs. Here's how experts guide financial advisors through the decision. #RIAs #financialadvisors #Schwab #Fidelity #fintech

.@UBS is going to court to fight a seven-figure @FINRA arbitration penalty. #financialplanning #wealthmanagement #FINRA.

For the first time in half a year, financial advisor confidence levels have bounced back into positive territory — here’s why. #faco #wealthmanagement #financialplanning.

Life insurance and annuities offer financial longevity to clients at all AUM levels, argues @Zinnia’s Hilani Kerr. #insurance #annuities #financialplanning .

A new tax deduction could help some seniors save money on taxes, but experts warn it will speed up the Social Security program's insolvency. #socialsecurity #retirement #financialadvisors.

A new ETF from @roundhill plans to track the S&P 500 — without dividend tax hits for investors. Here's how. #ETFs #investing #taxplanning

In a panel at the @QuadASocial Women's Impact Initiative Network conference, three speakers explained why financial advisors' mental health is important to the industry's future. #financialadvisors #wealthmanagement

Unless you’re heading to Paris next week to bid on the original Birkin bag, you might want to think twice about viewing designer handbags as investments. #investing #luxury #alternativeinvestments .

With all of the daily noise in wealth and investment management, it can be difficult to see the entire picture of RIAs. That's why this annual snapshot reveals so much interesting data. #RIAs #wealthmanagement #financialadvisors

Now that President Trump's megabill is law, the political and tax planning implications will begin. Who won and lost in the giant legislation? See the @business overview. #tax #financialplanning #OBBBA #Trump

Each strategy to help adult children land their first home comes with potential income tax and gift tax consequences, writes Sophia Duffy of @TheAmerCol. #homebuyingstrategies #gifttax #incometax.

Clients who struggle to afford long-term care insurance policies can substitute a piecemeal approach. #LTC #retirementlplanning #healthcare.

New certifications can boost advisors' technical knowledge and client confidence, even if clients don't recognize the alphabet soup of credentials. #financialadvisors #certifications #professionaldevelopment.

How to better connect with potential clients? Write your website bios in the first person. They’re introductions, not obituaries, says @Lawrence_Sprung of @MitlinFinancial. See his other strategies: #digitalfootprint #advisorreferrals.

If you’re an advisor looking to save time, you might use an AI tool. But as several experts attest, it might be better to complete that task using the computer between your ears instead. #ai #wealthmanagement #technology.