As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.
Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for longer time horizons.
CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors eager for new clients.
Amid political pushback around ESG, Climate Week panelists say firm leaders should focus less on the label and more on the risks that matter to clients.
The trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.
From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.
