Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.
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Longbridge Wealth Advisors of North Canton, Ohio is dropping its Ameriprise affiliation.
August 8
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Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.
August 8
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Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are expressing suicidal thoughts.
August 8
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Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.
August 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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Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.
August 6
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One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.
August 6
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Under the new law, issuers with more than $50 billion in stablecoins outstanding would be required to submit audited annual financial statements.
August 6
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Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
August 5
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A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.
August 5