With the recent departure of Ellyn McColgan from
“It’s a bit unsettling,” said certified financial planner and principal of
Louis Harvey, president of
Janney also adds teams from Morgan Stanley and UBS, while LPL Financial picks up advisors from Janney for its direct employee channel.
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
Advisors cited better liquidity, lower expenses and higher tax efficiency as among the reasons they like ETFs, the market for which has topped $11 trillion.
JPMorgan Chase's absorption of First Republic after the 2023 regional banking crisis has finally dealt its last blow to the giant custodian's asset flows.
The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.
The expiration of premium tax credits for health insurance could lead to hundreds of thousands of job losses and billions in reductions to state revenues.
