Subject Root Tag

The price hikes would come as early as 2022, and follow a budget deficit in 2019.

“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.

Some of the industry’s biggest players are taking a wait-and-see approach as active, non-transparent funds take their crucial first steps.

Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

Those who don’t pay them back could lose up to 45% of their potential savings.

The manager is still recovering from losses that started in 2015, when his main fund fell 20%, and deepened with a record 34% decline three years later.

The central bank is now the third largest holder of the $54 billion iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD).

The extension to Aug. 8 was offered by Sen. Ben Cardin, a Maryland Democrat, and cleared the chamber by unanimous consent. The House has yet to take up the bill but could pass it as soon as Tuesday night.

This year’s survey results reveal challenges for independent broker-dealers and their future growth.

Grappling with margin pressure, consolidation and fragmentation, the sector questions its identity.

Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.

The basic yet revealing query shows why it’s not just about FINRA registration as a BD and 1099 contractor status for advisors.

For the first time, the ranks of the top 25 firms according to their annual business include single entries for IBD networks.

This interactive tool provides the full collection of data from Financial Planning's 35th annual study of the largest firms in the space.

The bank says an announcement on how far the current 51-cent payout would drop is expected in mid-July.

The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.

The number of pending sales dropped annually in 17 of the top 35 metro areas, data show.

The regional BD is drawing advisors from coast to coast — even in states where the coronavirus is on the upswing.

The firm had a target of joining the "$1 trillion club." Instead, clients withdrew more than $157 billion from its 2017 merger to the end of last year.

Bank consolidation has been stagnant since the pandemic hit, and the outlook for the rest of the year is bleak.