Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.
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The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.
May 2
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Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.
May 2
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Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.
May 1
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New tools help financial advisors with everything from logic to transcription, but many say it's not just about winning back minutes but also the quality of the output.
May 1
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 inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional trust, while only 10% were focused on investment management.
May 2 -
Also this week, Focus Financial ups the responsibilities for some top executives and Advisor Asset Management appoints a new CEO.
May 2 -
Aiming to funnel more millionaires into its services, Morgan Stanley is launching a private equity fund for its widest audience yet.
April 30
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Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.
April 29
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Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
April 29