Commercial banking

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.

Tom Spiller is a partner at Rosenblatt Law.

Also this week, Raymond James draws from Commonwealth again amid that firm's absorption by LPL Financial, and Osaic adds advisors with nearly $800 million in AUM.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

Erin Daiber is the founder and CEO of Well Balanced Accountants, consultants helping independent CPA firms grow revenue, retain top talent and build firm value. She began her career in the audit practice of EY, then spent several years in private industry working as a financial analyst. She is a graduate of John Carroll University with a degree in accountancy, and is both a CPA and a Professional Certified Coach.

Sara Dressler serves as the CEO, and was previously director of operations, at Indigo Marketing Agency, a full-service marketing consulting firm serving financial advisors.

Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.

Robin Hughes is the president and CEO of Housing Partnership Network.

AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.

Anthony Woodward is the co-founder and CEO of RecordPoint, an innovative, fast-growing Australian SaaS solution focused on helping organizations discover, govern, and control their data for tighter compliance, more efficiency, and less risk. With a background in both technology and the law, Anthony has also held positions at Unique World, Commander, and Freehills. He also co-hosts the FILED podcast and writes the FILED newsletter, focusing on the intersection of data privacy and governance. Anthony is regarded as one of the leading thinkers on the intersection of data and privacy.

Merrill is also adjusting the incentives it gives advisors for steering clients into banking products.