Despite health savings accounts being highly tax-advantaged, most savers do not fully utilize their unique benefits, new data from the Employee Benefit Research Institute shows.
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Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
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Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.
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The federal banking regulator agrees that the former employees' claims against the failed regional bank don't belong in FINRA arbitration.
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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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Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.
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Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.
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Advisors need to be willing to take a financial hit for 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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