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These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.
August 22 -
Alfred Nobel was the inventor of dynamite and founder of the annual prizes.
August 22 -
However, financial advisors have been trying to ease client fears by taking a longer view.
August 21 -
One of the most successful recruiting firms in recent years, LPL again finds happy hunting grounds at its rival giant in the independent brokerage channel.
August 21 -
The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.
August 21 -
Both presidential candidates have floated it, and there are benefits for both workers and employers — though not always how you'd expect.
August 21 -
The Federal Trade Commission says it's weighing a likely appeal of the ruling.
August 21 -
Floating rate deals could spell the end of a golden age for direct lending.
August 21 -
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
August 21
Whittier Trust -
Small-cap funds may be an attractive element of a diversified portfolio, but you wouldn't necessarily know that looking at the data from this year.
August 20 -
The new rule comes after advisors had expressed concerns about personal safety and data privacy.
August 20 -
These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.
August 20 -
Workers are less satisfied with their job and looking for other opportunities.
August 20 -
Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.
August 20 -
The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.
August 20 -
Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.
August 19 -
The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.
August 19 -
The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.
August 19 -
Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.
August 19 -
From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.
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