New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
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Advisors cited better liquidity, lower expenses and higher tax efficiency as among the reasons they like ETFs, the market for which has topped $11 trillion.
2h ago
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JPMorgan Chase's absorption of First Republic after the 2023 regional banking crisis has finally dealt its last blow to the giant custodian's asset flows.
3h ago
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The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.
3h ago
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The question ties into so many of the factors that distinguish large and small firms, various client niches and decisions about whether or not to hire staff.
October 15
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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After a steep decline last quarter, Citi's wealth division rebounded in the third quarter with a record level of net new investment assets.
October 14
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The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.
October 14
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Wells Fargo CEO Charlie Scharf also points to investments into the firm's independent channel as helping to retain advisors and curtail departures to other firms.
October 14
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A new study finds many Americans are risking their own retirement security and health to support family members — with Gen X workers most at risk.
October 14
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Tips and tricks on building a successful niche: This week, Andrew Barninger of Personal Wealth Advisory shares insights on financial planning for business owners looking for an exit.
October 13
