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“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

Both recruits had a long history with wirehouses before trading them in for the regional broker-dealer.

Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.

Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?

RIAs already on the platform can stick with the old pricing model or transition to the new one.

This three-tiered model may help.

It’s a short move for the advisors; only four blocks separate their old office from their new digs.

Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.