New T3 survey finds notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground.
New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.
New center-left proposals would widen the standard deduction, raise top rates to offset federal revenue losses, and force advisors to revisit tax-planning strategies.
Advisors encourage tax-conscious moves and downside protection more often in 2025, yet only about one-third discuss Medicaid or long-term care with clients.
The targeted federal tax, projected to raise $4.4 trillion over a decade, is being floated as a similar motion aimed at wealthy individuals in California gains traction.
Meanwhile, &Partners lures another Wells Fargo team in upstate New York, and Summitry expands in California with a new $721 million partner firm.
New "Dash" capability within Moneyguide aims to boost client prospecting discussions, while WealthStream's newly launched AI platform looks to help fill early gaps in advisor expertise.
A $2.8 billion anchor book is already in place as the outspoken hedge-fund investor looks to broaden distribution beyond institutions.
Proposed regulations outline who can open the accounts, when elections must be filed and how “responsible parties” would manage investments and rollovers.
With trillions sitting in old workplace plans and small accounts often defaulting to cash IRAs, Roth dollars appear to be the hardest for clients — and their advisors — to track and consolidate.
