Experts flag potential risks for seniors as headline readings for July obscure higher jumps in key price categories.
EP Wealth Advisors onboards a former Kestra leader as new chief product and tech officer, while IAA welcomes and LPL alum to lead growth from the top.
The $45 billion RIA firm has launched a program to support high-net-worth advisors, led by a 25-year veteran expert in UHNW and multigenerational planning.
Shelter costs drove a modest CPI increase, while investors weigh data reliability and the Fed's next move.
Industry group IRI hails regulator's reversal as a win for financial professionals, plan sponsors, and retirement savers.
Surveys show continued misconceptions and pessimism about the program, as well as bipartisan support for reforms to sustain it into the future.
Meanwhile, Stephens lures a JPMorgan advisor in Louisiana, while Wells Fargo adds two wirehouse veterans from RBC.
Also, Maridea welcomes former founders of Motley Fool Wealth Management, while Lido locks in a strategic investment from private credit firm HPS.
Meanwhile, FINNY launches new multi-channel marketing campaign features, while RightCapital introduces a planning capability to help with client prospecting.
FSI, IRI, and NAIFA argue the New Jersey Department of Labor's push to modify the ABC test for independent contractors would burden thousands of financial professionals.
