CFP Board survey reveals trends in financial planners' compensation and work-life balance, with differences based on experience, where they work and other factors.
The vice president's latest proposal splits from the Biden administration with a more modest hike for million-dollar earners, plus incentives for small businesses.
The deal for Levy Wealth Management in Philadelphia marks its ninth Pennsylvania location and vaults it past the $90B AUM mark.
With nearly 25 years of experience, the employee-owned firm's latest hire in Fairfax reportedly managed over $293M in assets.
After the completion of its $2.7B take-private deal with GTCR, the fintech firm is looking forward to a new era of strategic expansion helmed by the former State Street leader.
The two new hires, including a seven-year pro football veteran from the Cincinatti Bengals, add to the Louisiana-based planning team's bench of specialists for professional athletes.
A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.
Leading a seven-person team, the advisor couple with 60 years of combined experience provide comprehensive planning for roughly 500 clients in Houston.
The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers.
The veteran closer and leader is expected to drive further growth as he brings a record of dealmaking success from Focus and Goldman Sachs.
