Investing News from Financial Planning

Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the long run.

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.

Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.

The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.

But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.

Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.

The accusations led to the end of 16 years at the firm.

In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.

Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.

Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.

When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.

Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.

Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.

As one advisor leaves Commonwealth Financial Network to join Osaic and others depart to start RIAs, industry experts say the departures are in line with expectations.