“The retirement industry is undergoing unprecedented change, giving us a once-in-a-lifetime opportunity to help serious advisers expand their business,” said Steve Jenks, co-founder of Acceleration Retirement. “With access to BrightScope’s industry-leading database and customized prospecting reports, coupled with Acceleration’s best-in-class marketing, lead generation and practice management, advisers won’t need to go anywhere else to win long-term customers and grow their business.”
-
With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.
August 18 -
Executives from some of the largest firms in the channel — Ameriprise, Kestra Financial, Cetera, LPL Financial and Osaic — discuss how clearing and custody fits into their approaches to recruiting and retaining financial advisors.
August 18 -
The printable PDF includes rankings based on the firms' 2025 revenue as well as the number of financial advisors, compensation, total client account assets and more.
August 18 -
In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.
August 18 -
As the best-selling memoir "Strangers" shines a spotlight on financial disengagement, advisors share how they pull the less-engaged spouse into the conversation before it's too late.
August 17 -
Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.
August 17









