The Impact of AI and Technology on RIAs
By Leila Shaver
The advent of AI and advanced technology has significantly transformed the financial services industry, bringing forth both opportunities and challenges. Registered investment advisers (RIAs) are at the forefront of this transformation, but with these advancements come critical compliance, legal, and data privacy considerations RIAs must navigate to mitigate risks and liabilities.

The Advisor's Survival Guide to Open Enrollment
By Christine Simone
Open Enrollment is a crucial time for many clients to adjust their coverage, but too often people assume keeping the same coverage year after year (as long as their monthly premium rate doesn’t skyrocket) is a safe strategy. However, as you’ll see in this article, many factors impact what makes an “optimal” health plan choice.

Leveraging Home Equity to Address Volatility, Longevity, and Sequence Risk
By Longbridge Financial
Today’s retirees are increasingly facing financial challenges, most notably due to rising inflation and increasing debt burdens. With these major challenges impacting today’s retirees, there is an imminent need to create strategic sources of funds in retirement. 

Reflecting on Nearly Four Decades at the Same Firm: a Journey of Growth and Leadership
By Yonhee Choi Gordon
Looking back, my journey has been one of growth, learning, and leadership. From a young employee eager to make her mark to a seasoned advisor and mentor, I am grateful for every experience and lesson learned. Here’s to the next chapter and to continuing to uphold the values that have made our profession what it is today. 

Don't Overlook This: How RIAs Can Leverage Productization to Scale
By Charesse Spiller
As a financial advisor, you have built your practice around one-on-one services, tailoring your approach to each client’s unique needs. While this might seem like the gold standard in client care, it’s important to recognize the limitations—especially when it comes to scaling your business.

Promoting Fiduciary Standards and the Financial Planning Profession
By Michael A. Watkins
The NAPFA Public Policy Committee focuses its efforts on important issues and trends that affect NAPFA members and the financial planning profession. To place the committee’s work in context, it’s helpful to review NAPFA’s policy goals, partners that help NAPFA magnify its national impact, and current policy objectives and achievements.