Both retail and institutional-class shares increased, with total asset rising $10.19 billion to $2.39 trillion. Retail shares increased $1.68 billion to $983.5 billion, with investors, who have an eye on tax day, favoring tax-exempt classes. Of the 881 retail-class shares available, the 307 tax-exempt shares increased $1.92 billion to $231.29 billion, while the 574 taxable shared dropped by $241.2 million to $752.22 billion. Meanwhile, institutional investors seemed less preoccupied with tax status. Of the 1,146 retail class shares available, the 896 taxably shares attracted $13.52 billion more, for a total of $1.268 trillion, while the 250 tax-exempt shares dipped by $5.01 billion to $139.89 billion.
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The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.
September 8 -
A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.
September 8 -
Osiris St. Brown entered wealth management with his NFL-player brothers as clients, then found his calling helping college athletes navigate NIL wealth.
September 8 -
Advisors share how they navigate the moment when a client's compliments cross the line and the boundaries that keep the business relationship intact.
September 7 -
While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.
September 4 -
The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts within two years of making political contributions. The agency says existing laws can address pay-to-play conflicts of interest.
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