Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.
The firm welcomed nearly $16B of new client assets in 2023 and 292 advisors.
The disgraced advisor fleeced more than 400 investors in a fraudulent 'private equity' fund over a 13-year period.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Survey of financial professionals exposes gaps in understanding, with more favoring active bond funds.
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
