The challenger RIA custodian's CEO sees more and more G2 advisors leaving aggregator-acquired firms to chase independence — and taking their organic growth with them.
Most advisors are leaning into volatile markets rather than retreating, and more than half plan to increase their use of protection-oriented strategies by year-end.
CFP Board and the Financial Services Institute each threw support behind the Labor Department's shift back to a two-factor "economic reality" test for determining worker status
Raymond James is also welcoming a $480M Brooklyn team from Wells Fargo's independent network, while JPMorgan adds a $400M Goldman Sachs advisor in New York.
The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors access to in-house specialists across tax, estate planning, and insurance.
Meanwhile, Waverly has entered Louisiana with a new $3.1 billion partner, and Carson absorbs a decade-long coaching partner in Green Bay, Wisconsin.
As gambling habits increasingly infiltrates teens' digital lives, a new Schwab survey points to investing as an early counter-habit.
Devenir research shows 19% asset growth and a near-doubling of investment account holders over the past two years, with new data putting health costs squarely in the retirement planning spotlight.
Bridgewater's founder argues the US is in a stagflationary period, and that the Fed's next chair would damage the central bank's credibility by lowering borrowing costs.
More than half of respondents who look back on last season's refund wish they had saved or invested more – a gap that widens sharply among younger generations.
