As one advisor leaves Commonwealth Financial Network to join Osaic and others depart to start RIAs, industry experts say the departures are in line with expectations.
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New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.
11h ago
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Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
July 9
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High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.
July 9
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Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.
July 8
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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Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.
July 8
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Financial advisors often place their own health behind that of others, but the firms who help them address it can get an edge in the fight for talent, experts say.
July 7
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Wall Street's latest tax-smart ETF is engineered to turn a publicly traded fund into a tax-minimizing machine.
July 7
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A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.
July 7
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An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.
July 7