An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial respond?
Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.
Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.
Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.
Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.
The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.
