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The decision, however, has met criticisms for having inherent conflicts of interest, and it is possible the new presidential administration could revoke the rule.
Nearly one-quarter of long-term couples admit to hiding a money secret from their partner, according to a recent study. But when it comes to advisors helping these clients, it's not actually about the numbers, one behavioral expert said.
For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than a traditional AUM-based model.
Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.
The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.
Nearly two years into a pilot program designed to test remote inspections of brokers' residential and other remote offices, FINRA feels comfortable enough with the results to push for a permanent policy.
The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.
