A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.
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UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.
April 22
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Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.
April 21
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The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.
April 21
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UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.
April 21
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Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.
April 21
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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In a big week for industry recruiting, Stifel lands practices managing $2.9 billion at Merrill, Merrill recruits a $1.9 billion team from Raymond James and Rockefeller pulls part of a $2.3 billion team from UBS.
April 17
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Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.
April 17
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U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.
April 17
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Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.
April 16
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The pros and cons of giving discounted or free financial advice to those close to you.
April 16
