Each week, Financial Planning rounds up
Advisor moves: Raymond James lands $1B LPL team; $2.7B Citi private banker joins BofA

Each week, Financial Planning rounds up
Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.
To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.
Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.
Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.
Some retirees have saved all their lives and want to live a little. Or a lot.
The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.