Morgan Stanley had gone to the Second Circuit Court of Appeals to fight a lower court's finding that its deferred compensation policies fall under federal retirement law.
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Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
11h ago -
Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.
July 10 -
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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.
July 9 -
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
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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Panelists on a FINRA arbitration board cited Randy Anderson's claims of age discrimination when questioning UBS's reasons for firing its former broker. Now UBS argues in a court filing that no evidence of discrimination was ever presented.
July 8 -
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 -
The IRS is warning tax professionals about a host of new and resurgent fraud schemes.
July 8 -
Better retirement benefits can support young talent as they juggle caregiving responsibilities, AI fears and high levels of burnout.
July 8 -
A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.
July 7