A new AIC report finds a 13.2% median annualized return over 10 years, outpacing public equities, real estate, and fixed income.
Most Americans entering retirement lack a realistic picture of what health care will actually cost them and advisors may be their last line of defense.
New H&W data reveals $102.4 trillion in household investable assets, with taxable accounts outpacing retirement savings growth.
Betterment’s Devon Klumb built and sold an RIA - now he’s telling advisors what he wished he’d known sooner.
New UMA, direct indexing and asset location capabilities aim to cut manual work for advisors managing personalized portfolios.
As notetakers push into account opening, a consultant warns RIAs risk ‘buying redundancy’ instead of capability.
The senior recruiter position at LPL Financial can lead to future success and industry leadership.
Hackers are already probing two bugs in software that runs most of the web. European Government and other major sites have already been taken down for emergency patches.
Unclaimed auto accounts can’t take family money, so advisors face questions on 529s, divorce terms, employer funding and stock gifts.
Better Markets’ Benjamin Schiffrin says the change clears a path for interval-fund and accredited-investor rules, but won’t touch daily advisor work.
Devenir finds 52% of HSA assets are now invested, reshaping how clients can plan for retirement health care costs.
Donated SpaceX stock generally can’t be refused or sold for years, leaving advisors to explain concentration risk to families.
Aging populations and underfunded systems are forcing wealth managers to rethink how they prepare clients for retirement.
A new Morgan Stanley survey signals a fundamental shift in how employees view retirement benefits - and raises the stakes for plan advisors.
Proposition 40 wealth tax could raise $30 billion, not $100 billion, as departures erode the base and voters remain split.
Jump is piping FMG marketing content into post-meeting workflows as Zocks opens its platform to more than 32,000 LPL financial advisors.
Trevor Uhls pleaded guilty to one count of wire fraud and one count of money laundering.
Osaic and LPL Financial routinely square off in recruiting advisors from other firms as well as from each other.
Meanwhile, Wealthspire's Ground Control business picks up a $1B private wealth firm in London, and Modern Wealth deepens its presence in California.
The $100B-plus mega-RIA is folding custom portfolios, daily tax-loss harvesting and unified managed accounts into its Aspen advisor tech platform.
