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Financial Planning
1 天
Advisor moves: Merrill draws from Morgan Stanley, JPMorgan; LPL from Merrill
The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm ...
Financial Planning
2 天
Triumphs and unfinished business: SEC Chair Gary Gensler's first three years
Among the proposals the Biden-appointee still has to shepherd across the finish line are rules for eliminating conflicts from ...
Financial Planning
1 天
Michael Kitces on what he does — and doesn't — trust AI with
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...
Financial Planning
2 天
Orion, RBC Wealth Management named Innovators of the Year at ADVISE AI
Wealthtech platform Orion and RBC Wealth Management-U.S. have been named Innovators of the Year during Financial Planning's ...
Financial Planning
3 天
Not just AUM: Edward Jones embraces financial planning for a flat fee
The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond ...
Financial Planning
3 天
The top 10 best-performing ESG funds of the decade
ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, Morningstar ...
Opinion
Financial Planning
3 天
Opinion
Buy-sell agreements and their tax considerations
An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the ...
Financial Planning
3 天
AI for wealth client growth? Slowly but surely
A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will ...
Financial Planning
5 天
New CFP Board ads incite fierce backlash from advisors
A series of CFP Board ads promoting the financial advisor profession to students received swift backlash from those in the ...
Financial Planning
5 天
How the election — and Senate procedure — will decide tax policies
The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation ...
Financial Planning
4 天
Cetera picks up insurer's wealth unit with Concourse Financial purchase
Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to ...
Financial Planning
3 天
Kitces and Moore staying true to XYPN's mission a decade after launch
The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is ...
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