Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.
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According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
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The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.
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Financial planners who joined the Transparent Advisor Movement's first "Flat Fridays" meetup touched on the difficulty of explaining the industry to consumers.
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Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.
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Advisors know that a transition plan is important, but many fall into the trap of procrastination.
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As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
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The intersection between HNW clients and private markets is no longer about distribution, but integration.
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The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.
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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
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The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers.
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Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.
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Brian Kuelbs is a managing director, Alvarez & Marsal Financial Services Industry Group.
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With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.
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