The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
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The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.
10h ago
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After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.
11h ago
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So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.
July 30
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The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.
July 29
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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A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
July 28
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The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.
July 28
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When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.
July 28
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A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.
July 25
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SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
July 25
