Portfolio

Oden, the U.S. Head of International Wealth and Private Banking at HSBC, details what her clients are asking about today.

Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.

Though advisors keep heading for the door following the sale of Commonwealth, industry analysts believe LPL Financial can still hit its post-purchase goals for retaining assets and headcount.

Will the Federal Reserve cut rates in October? BNP Paribas Chief U.S. Economist James Egelhof discusses the meeting and Chair Jerome Powell's press conference.

The purchase comes as Creative Planning seeks to build out its expertise in managing retirement plans.

Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulous storage demands remain concerns.

With deals like Cetera's purchase of Avantax, Morgan Stanley's of Parametric and JPMorgan's of 55ip, big firms are increasingly able to answer high net worth clients' tax questions without having to send them to outside professionals.

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.