Practice management

38 stories this week 339 in all, from the Advisors desk.

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Practice management stories, page 16

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By date

TaxOptix makes tax savings the doorway to 401(k) plans

Aug 19

CFP pay study: certification pays an 11% premium

Aug 19

A $6 million payout puts Forbes' advisor rankings under a cloud

Aug 19

SEC prepares to ease pay-to-play rule on RIA donations

Aug 19

A $40 million book-reassignment suit is a disability-leave warning

Aug 19

For the misengaged spouse, meeting format is the fix

Aug 19

Succession planning drops as NextGen readiness lags

Aug 18

Fidelity's free Portfolio Quick Check cuts the lag between data and conversation

Aug 18

Fidelity's 69% wealth figure argues for two service tracks

Aug 18

Heavy AI users report gains that lighter users are missing

Aug 18

Betterment expands Solo 401(k) to advisor networks HUB and Osaic

Aug 18

A $4.1 million Trump Account projection gives advisors a birth-date opening

Aug 18

SEI adds Zocks' AI assistant to its advisor services lineup

Aug 18

Self-directed investors still hire advisers, Betterment survey finds

Aug 18

MissionSquare's wealth push hands public-plan advisors a rollover rival

Aug 18

Nonqualified deferred compensation takes over at the 401(k) ceiling

Aug 18

Europe's wealth taxes split over what counts as wealth

Aug 18

Schwab's 2025 RIA Benchmarking Study gives firms a yardstick

Aug 18

California's billionaire tax leaves a ten-month residency gap

Aug 18

NASAA tallies 1,650 senior-abuse probes as deepfake scams rise

Aug 18

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Practice management

Practice management stories, page 16

Page 16 of 17

TaxOptix makes tax savings the doorway to 401(k) plans

CFP pay study: certification pays an 11% premium

A $6 million payout puts Forbes' advisor rankings under a cloud

SEC prepares to ease pay-to-play rule on RIA donations

A $40 million book-reassignment suit is a disability-leave warning

For the misengaged spouse, meeting format is the fix

Succession planning drops as NextGen readiness lags

Fidelity's free Portfolio Quick Check cuts the lag between data and conversation

Fidelity's 69% wealth figure argues for two service tracks

Heavy AI users report gains that lighter users are missing

Betterment expands Solo 401(k) to advisor networks HUB and Osaic

A $4.1 million Trump Account projection gives advisors a birth-date opening

SEI adds Zocks' AI assistant to its advisor services lineup

Self-directed investors still hire advisers, Betterment survey finds

MissionSquare's wealth push hands public-plan advisors a rollover rival

Nonqualified deferred compensation takes over at the 401(k) ceiling

Europe's wealth taxes split over what counts as wealth

Schwab's 2025 RIA Benchmarking Study gives firms a yardstick

California's billionaire tax leaves a ten-month residency gap

NASAA tallies 1,650 senior-abuse probes as deepfake scams rise