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Homeownership among Asian American and Pacific Islanders is at an all-time high, but they face unique obstacles that financial planners must take into account.
May 21Thrivent -
One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.
May 20 -
Executives at the megabank's annual Investor Day say artificial intelligence is already saving time by preventing advisors from "hunting and pecking" for market research.
May 20 -
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20 -
With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.
May 17 -
A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17 -
More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.
May 17YCharts -
Brokerages and industry lawyers say the conduct standard's key provision is its requirement that advisors consider alternatives to risky and expensive investments.
May 16 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
The ban comes amid heightened regulatory scrutiny of firms' messages on services like WhatsApp and posts on social media sites.
May 15