As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning difficult, but not impossible.
Social Security claims are up, suggesting retirees are worried about the program. We asked advisors if the economy and solvency of the program have them changing their strategies.
UBS continues to lose larger advisory teams after making changes to compensation policies last year. Meanwhile, Ashton Thomas and LPL both score advisory teams.
Even without net new assets, the firm's assets under management and administration were pushed upward by market gains.
Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.
