Financial Planning39m
Advisors with CIMA, CPWA and RMA marks have more income and AUM
Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications ...
Financial Planning1h
Do clients trust you? Depends on who they — and you — are
Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new ...
Financial Planning21h
Why and how wealth firms should own their data
Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...
Financial Planning22h
LPL to 'bend' to become more like Commonwealth, Steinmeier says
Industry experts think LPL will have to work hard to retain Commonwealth advisors who were sold on the idea that they'd be ...
Financial Planning1d
LPL to pay $2.7 billion for Commonwealth Financial
The acquisition will bring LPL as much as $285 billion in AUM and 2,900 advisors when it closes in the second half of the ...
Financial Planning3d
A job-hopping slowdown could be a boon for retirement savings
Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.
Financial Planning3d
Envestnet's Dana D'Auria opens up about personalization, tariffs, AI
As group president of Envestnet Solutions and co-chief investment officer at Envestnet, D'Auria is responsible for research, ...
Financial Planning4d
Morgan Stanley scores $1B team from UBS: Advisor Moves
Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay ...
Financial Planning4d
Social Security call wait times soar — what advisors need to know
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing ...