Practice management

35 stories this week 331 in all, from the Advisors desk.

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Practice management stories, page 11

Page 11 of 17

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Salesforce bets advisor AI on follow-through, not note-taking

Sep 8

New scholarship targets career changers, the pipeline CFP funding skips

Sep 8

Senators to FINRA: make transfer locks a rule

Sep 8

Wells Fargo's second outage is a client-communication test

Sep 8

A former Stanford receiver chooses NIL freshmen over NFL millions

Sep 8

FINRA Pulls Bulk Enforcement Data, Keeping Vetting in Search Box

Sep 8

Plan sponsors are ready for discretionary menus

Sep 8

RIAs doubled AI adoption. The payoff is still unproven.

Sep 8

SEC pay-to-play repeal won't rewrite the compliance manual

Sep 8

NASAA's IAR CE rule: obligation follows the rep

Sep 8

Vanguard's Altruist deal puts a toll on the ETF shelf

Sep 7

Client advances need a script, not silence

Sep 7

Tax planning is the new client-acquisition play

Sep 7

Wealth M&A buyers now underwrite tech stacks

Sep 6

The 14.4% savings benchmark belongs in annual reviews

Sep 5

Envestnet's $35M Tamarac surge is a retention play

Sep 4

Breakaway freedom has a service-desk ceiling

Sep 4

Record millionaire 401(k) count is a client-call list

Sep 4

Autonomy is the real test for AI agents

Sep 4

FINNY AI bets advisors will pay for growth, not seats

Sep 4

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Practice management

Practice management stories, page 11

Page 11 of 17

Salesforce bets advisor AI on follow-through, not note-taking

New scholarship targets career changers, the pipeline CFP funding skips

Senators to FINRA: make transfer locks a rule

Wells Fargo's second outage is a client-communication test

A former Stanford receiver chooses NIL freshmen over NFL millions

FINRA Pulls Bulk Enforcement Data, Keeping Vetting in Search Box

Plan sponsors are ready for discretionary menus

RIAs doubled AI adoption. The payoff is still unproven.

SEC pay-to-play repeal won't rewrite the compliance manual

NASAA's IAR CE rule: obligation follows the rep

Vanguard's Altruist deal puts a toll on the ETF shelf

Client advances need a script, not silence

Tax planning is the new client-acquisition play

Wealth M&A buyers now underwrite tech stacks

The 14.4% savings benchmark belongs in annual reviews

Envestnet's $35M Tamarac surge is a retention play

Breakaway freedom has a service-desk ceiling

Record millionaire 401(k) count is a client-call list

Autonomy is the real test for AI agents

FINNY AI bets advisors will pay for growth, not seats