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PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.
May 8
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CEO Tony Miller thinks the financial backing Janney draws from the private equity firm KKR allows it to provide a full gamut of advisor support without losing its intimate feel.
May 8
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Private equity-backed consolidators need platform uniformity to grow — but without sacrificing acquired RIAs' unique strengths.
May 8
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Morgan Stanley is among a long list of wealth managers facing questions about whether their handling of uninvested cash is really in clients' best interest.
May 7
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After joining Raymond James last year, Lynette Ancona contends she was virtually forced out of Schwab by a branch manager who tended to favor "younger, male" colleagues.
May 7
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Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.
May 7
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Social Security beneficiaries may welcome the withholding rate reduction, but financial advisors say the back-and-forth policy changes threaten to erode public confidence in the agency.
May 7
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The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.
May 7
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Advisors across the spectrum of AI adoption said that while the emerging technology presents potential gains, there are still worries.
May 7
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The Internal Revenue Service announced the inflation-adjusted amounts for health savings accounts in 2026.
May 7
