-
Robinhood Markets is unveiling a hub inside its popular app for retail traders to bet on the likelihood of certain event outcomes.
March 17 -
Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.
March 14 -
Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.
March 13 -
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.
March 13 -
The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.
March 11 -
Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.
March 10 -
From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and strengthening existing ones.
March 10 -
Among other things, regulators accused Robinhood of failing to supervise social media influencers and said some of its social media messages were misleading to investors.
March 7 -
Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7 -
Advisors were right not to recommend the decentralized cryptocurrency in the past. They can be right again by recommending it today.
-
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.
March 3 -
The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.
February 28 -
Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.
February 28 -
Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.
February 27 -
Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
February 27 -
Burnout, financial strain and boredom are the leading drivers pushing senior workers to stay in the workforce longer.
February 27 -
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26 -
An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.
February 26


























