Jane Wollman Rusoff

Are there any new trends in annuities? In-plan annuities are a hot topic. The Secure 2.0 Act put these front and center for plan providers and sponsors.

Absolutely. Today, everybody has access to the news 24/7. The media knows that fear sells and is very good at feeding investors' fears, insecurities and anxieties.

Financial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.

“I’d rather buy things that haven’t had their day in the sun,” the market-beating manager says.

A recent development in the financial-advisors-on-the-move dynamic is a shift from employment at independent broker-dealers to RIAs, or to even launching their own advisories.

Certified financial planners guiding clients' financial lives, with no fees for assets under management or subscription — just a one-time fee for creating a financial plan and providing advice.

"Everyone focuses on clients," Aspiriant CEO Rob Francais says. "But we also focus on the trusted advisor's experience."

The RIA space has seen continued action and expansion over the past several years. But that's only the beginning, according to Paul Saganey, CEO and founder of Integrated Partners.

Artificial intelligence isn't pie in the sky. It's clearly here — and to stay. Examples of how AI is helping financial advisors have been well documented.

Raymond James has prioritized giving back to the community since its founding in 1962. Often, that voluntary service takes the form of physical labor to help people through catastrophes.