Compensation
Compensation
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The advisors joined the firm's recently opened office in Flint, Michigan.
January 17 -
The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.
January 17 -
They were previously part of a team that oversaw $2 billion in assets.
January 17 -
Adding five years to their working years will enable clients to replace their pre-retirement income by up to 90% instead of 60% in some cases.
January 16 -
Some of the biggest changes come when industries collide.
January 16 -
The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.
January 16 -
Seniors are less likely to itemize tax deductions this year as a result, an expert says.
January 16 -
Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.
January 12 -
Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.
January 12 -
The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.
January 12 -
‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.
January 12 -
Seniors looking to launch a business should consider collecting their retirement benefits early.
January 11 -
Advisors have been ditching some of the larger firms for greater latitude.
January 11 -
Here's how independent advisors can build a culture of zero tolerance for gender discrimination.
January 11 -
The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
January 10 -
The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10 -
In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.
January 10 -
'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.
January 9 -
The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.
January 9

















