NQRs independent assessment recognizes our efforts to provide the best customer service, quality and shareholder experience in the fund industry, said Fred Nadoff, managing director and product head of Citi Fund Services N.A. Winning the NQR five-star rating is a testament to our peopletheir expertise, hard work and daily commitment to putting the needs of our clients first.
The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.
For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.
Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.
It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.
A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.
