Portfolio

As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning difficult, but not impossible.

UBS continues to lose larger advisory teams after making changes to compensation policies last year. Meanwhile, Ashton Thomas and LPL both score advisory teams.

Even without net new assets, the firm's assets under management and administration were pushed upward by market gains.

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.

Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.

Amid the great wealth transfer, having a flexible tech stack that attracts young, next-gen clients is a must.

While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars should be for the love first and foremost.