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Financial Planning Becoming an Employee Benefit for Executives
September 10th, 2024
According to Financial Planning, offering financial planning as a workplace benefit is becoming increasingly popular among companies seeking to att...
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Financial Advisors Interested in Private Equity Funds
September 6th, 2024
According to InvestmentNews, financial advisors are increasingly focusing on private equity funds, both public and private, as alternative investme...
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Fastest Growing Independent Brokerages in Wealth Management
September 5th, 2024
According to Financial Planning, several of the largest firms in the independent brokerage channel, including LPL Financial, Cetera Financial Group...
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The Psychological Barriers Preventing Financial Advisors from Retiring
September 4th, 2024
ThinkAdvisor reports that many successful advisors struggle to plan for their own retirement.
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Understanding What Investors Value Most in Financial Advisors
September 3rd, 2024
WealthManagement recently reported on a Morningstar study examining what investors value most in their financial advisors.
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The Future of Investment Advisor Fees
August 30th, 2024
For years, the financial advice industry has grappled with the issue of fee compression. A recent article in InvestmentNews analyzes what lies ahead.
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Top 10 Cities for Financial Advisors to Grow Their Client Base
August 29th, 2024
WealthManagement has analyzed data from SmartAsset's Advisor Marketing Platform (AMP), finding that while major cities like New York, San Francisco...
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Edward Jones Partners with U.S. Bank to Expand Banking Product Offerings
August 28th, 2024
Edward D. Jones & Co. has entered into a strategic partnership with U.S. Bank to enhance its banking product offerings for its eight million custom...
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Underperforming Broker-Dealers in Q2 2024 Earnings
August 27th, 2024
While many broker-dealers saw positive earnings in the second quarter of 2024, a few firms reported declines or faced significant challenges.
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Top-Performing Broker-Dealers in Q2 2024 Earnings
August 26th, 2024
According to ThinkAdvisor, several broker-dealers reported impressive financial performances in the second quarter of 2024, with some standing out ...
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Bank of America Deepens Integration with Merrill as Wealth Clients Embra...
April 18th, 2025
Bank of America continues strengthening its integration with Merrill Lynch, its retail brokerage arm, as more clients adopt the parent bank's lendi...
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NASAA Tightens Rules on Use of "Advisor" Title to Align with Reg BI
April 17th, 2025
The North American Securities Administrators Association (NASAA) has officially amended its model rule on dishonest or unethical business practices...
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Edward Jones Seeks FDIC Approval to Launch Industrial Bank
April 16th, 2025
Edward D. Jones & Co.'s parent company, The Jones Financial Companies, has filed a new application to launch a Utah-chartered industrial bank, aimi...
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