PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.
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With the recent tariff-induced volatility, some advisors have been thinking twice before jumping into bond funds, but for those still interested, knowing the details can help choose the right one.
44m ago
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The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions.
2h ago
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CEO Tony Miller thinks the financial backing Janney draws from the private equity firm KKR allows it to provide a full gamut of advisor support without losing its intimate feel.
3h ago
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Morgan Stanley is among a long list of wealth managers facing questions about whether their handling of uninvested cash is really in clients' best interest.
May 7
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
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The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.
May 7
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Advisors across the spectrum of AI adoption said that while the emerging technology presents potential gains, there are still worries.
May 7
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The Internal Revenue Service announced the inflation-adjusted amounts for health savings accounts in 2026.
May 7
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Industry trackers see Raymond James' proposal to buy minority stakes in its independent affiliates as a good way to reinvest while also warding off outside competition.
May 6
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The Internal Revenue Service has been conducting "sweeps" in recent years to uncover cases where high-income people have not been filing taxes.
May 6