For many Black Americans, even high-paying jobs aren’t enough to close the retirement savings gap with…
Category: Wealth Planning
How to buy peace of mind with cybersecurity tech: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…
The Word on WealthTech for June 2025
Our industry is starting the summer strong with several big announcements in innovation and personnel news.…
Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules
In Nosirrah Management, LLC vs. AutoZone, Inc. (W.D. Tenn. April 14, 2025), a district court held…
Overcoming Client Reluctance in Uncertain Times
I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to…
Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race
(Bloomberg) — Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6…
What’s in the Trump tax bill that just passed the Senate
President Donald Trump’s multitrillion-dollar tax and spending package moved closer to reality after it passed the…
Steward Partners Acquires $1.1B Bay Area Firm
Steward Partners, an employee-owned hybrid partnership of independent advisory firms, has acquired Consilium Wealth Management, a Danville, Calif.-based…
Should financial advisors be brokers, RIAs or both?
This is the seventh installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Edward Jones gains tax expertise for UMAs with Natixis deal
In the past, when Edward Jones advisors wanted to know how selling stock in clients’ accounts…
How advisors can reduce estate planning conflicts in 4 steps
Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack of…
The Promise of Direct Indexing—And the Disconnect Holding It Back
Wall Street has a habit of falling in love with its own ideas. Sometimes, that passion…
Charles Schwab Discloses Results of the Federal Reserve’s 2025 Comprehensive Capital Analysis and Review
WESTLAKE, Texas–(BUSINESS WIRE)– The Charles Schwab Corporation (CSC or Schwab) announced today that it has received…
$32.6B EP Wealth Hires Integrations Head From Captrust
EP Wealth Advisors, the Torrance, Calif.-based registered investment advisor with over $32.6 billion in client assets, has…
Senate passes Trump tax bill
The Senate narrowly approved President Trump’s tax bill Tuesday after Vice President JD Vance cast a…
Mercer Global Advisors Acquires O’Brien Wealth Partners
Mercer Global Advisors, the acquisitive registered investment advisor with about $72 billion in client assets, has…
Wells Fargo fails to claw back recruiting loan
When Robert Lansing Padgett found he wasn’t generating enough money to pay off a recruiting loan…
Private Markets Dominate Morningstar Conference Discussions
From multiple keynote speakers to individual sessions to informal conversations to research and product announcements, one…
Bumpy political road for muni bond investors
The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds…
Citizens: Parents compromise retirement over college costs
As tuition and room and board fees continue to rise, college sticker shock has parents reaching…
How to work with racial justice focused municipal bonds
One of the things many investors enjoy about municipal bonds is that they can see the…