Genstar puts consolidator Mercer Advisors up for sale.
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BlackRock the worlds biggest money manager, is accused in a lawsuit by two pension funds of reaping grossly excessive compensation from securities- lending returns associated with iShares.
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In 2010, pre-retirees had $6.1 trillion in investable retirement assets. Retirees had $5.9 trillion. By 2020, thats expected to swell to $10.2 trillion and $11.4 trillion, respectively, according to LIMRA.
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Luke Palacio will join Citi Private Bank as managing director and regional market manager for the South East region on March 18. He will look to expand the firms presence throughout South Florida beyond Miami, Boca Raton and Palm Beach.
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In this month's FACO, we asked how much time advisors spent on their firm's brands, what their marketing objectives were and their main sources of new clients.
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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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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
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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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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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Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.
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Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.
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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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An annual RIA compensation survey suggests that firms are paying a pretty penny for financial advisors — but reaping healthy profits.
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
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Understandable expenses came out ahead of every other "want" among customers, displaying how transparent costs are an important differentiator for advisors.
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Turmoil is a time for independent advisors to show why they're worth it.
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Dr. Donald Mullineaux is the DuPont endowed chair in banking and financial services emeritus in the Gatton School of Business and Economics at the University of Kentucky. He served on the board of directors at the Federal Home Loan Bank of Cincinnati from 2011 to 2023, including six years as chair.
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