Financial Planning Homepage | Financial Planning
Get Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts.
J.D. Power 2024 best financial advisor firms | Financial Planning
2024 ranking: 24 2023 ranking: N/A* 2024 score: 685 *The firm didn't appear in last year's rankings because the poll didn't reach at least 100 of its customers.
How the racial will gap affects wealth | Financial Planning
Nov 21, 2024 · Eliminating the so-called will gap would cut the stubbornly wide difference in wealth among the two races by "a modest but meaningful" 10% over three generations, according to a working academic ...
November/December 2024 | Financial Planning
Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.
UBS plans pay cuts for sub-$750K producers | Financial Planning
Nov 21, 2024 · The new compensation policy rolled out by the Swiss banking giant on Thursday would cut payout rates next year for U.S. advisors producing less than $750,000 by between 2% and 4%.
CE Quiz - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
LGBTQ financial planning for second Trump administration
Nov 22, 2024 · President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
IBD Elite 2024: The 15 largest independent brokerages - Financial …
Aug 15, 2024 · 2023 revenue: $337,478,000 Change from previous year: 6% Number of producing registered representatives: 2,347 Client account assets: $48.11 billion
Edward Jones introduces flat-fee model for financial planning ...
Oct 9, 2024 · Edward Jones is becoming a pioneer among large wealth managers with a business model allowing its advisors to offer a comprehensive financial plan in return for a flat, annual fee.
IRS and Social Security rules for IRA bridge strategy | Financial …
Nov 7, 2024 · Working while receiving Social Security benefits doesn't pay dividends before the full retirement age. In fact, it's quite the opposite, according to the SSA. If the client is younger than full ...