Practice

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

The wacky performers can teach us how to grow our businesses, writes Chip Munn.

Many White Americans are retiring because they can afford to, while Black Americans are forced to stop working by health problems or a disability.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

About 76% of the average account was in stocks across the 4.7 million participants in plans that Vanguard keeps records for.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.

The company is making many employees sift through years of text messages on personal devices and set aside any related to work to ensure U.S. rules on keeping copies of business communications are met even after many months of remote work, according to people with knowledge of the situation.

Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.

Firms using the fintech will lose support on September 6.