Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.
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Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.
7h ago
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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.
10h ago
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Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
April 30
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Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.
April 30
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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Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.
7h ago -
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
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Experts say it's not just about cold, hard numbers. Knowing client expectations can also make or break any potential deal.
April 29
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A judge found that the alleged victims of a scam run by a now-disgraced representative of Oppenheimer furnished no evidence of having direct ties to the firm.
April 28