You may start seeing LPL Financial advertisements when watching sporting events, streaming television shows or scrolling…
Category: Wealth Planning
Jump, Zeplyn, and Zocks Now Integrated with AdvisorEngine
Wealth management platform provider AdvisorEngine officially announced several updates this week, starting with integrations with three…
Challenges and Opportunities for Wealth Managers
Financial services firms are teeming with clients who need help dealing with aging parents, but many…
Modernizing Wealth Stewardship | How Trust & Wealth Managers Are Adapting to HNW Family Expectations
As managing wealth becomes more complex and multigenerational, high-net-worth (HNW) and ultra-high-net-worth (UHNW) families increasingly demand…
AI a small part of wealth firm budgets, but that may change
AI is an almost insignificant portion of wealth management firms’ tech budgets these days. But wait…
‘Fee War’ Among Asset Managers Plateaus
The long-term trend of declining fund fees hit a plateau in 2024, with the asset-weighted average…
The New Legal Landscape of Art Title Claims
The ownership of approximately 80 works by the Austrian artist Egon Schiele has been the subject…
How to Master Charitable Giving of Non-Cash Assets
A widely circulated report among fundraising professionals found that the number of charitable donors has declined…
Betterment Acquires Direct Indexing Provider Rowboat Advisors
Betterment has acquired Rowboat Advisors, a portfolio optimization software provider focusing on tax efficiency and direct…
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas–(BUSINESS WIRE)– The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for…
How advisors can land new clients with color theory
Marketers across all professions know they have a tiny window of time — often a fraction…
Why Dynasty built a data lake for its AI-driven platform
Partnering with around 60 firms representing more than 400 advisors with over $100 billion in platform…
How financial advisors can plan ahead to prevent elder abuse
The possibility of dementia or other forms of diminished capacity among older clients begs the need…
Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G
WESTLAKE, Texas–(BUSINESS WIRE)– The Charles Schwab Corporation (“CSC”) today announced that, on June 1, 2025, it…
ASN Lands Arkansas-Based Breakaway, Adds $650M In 2025
Advisory Services Network, an Atlanta-based platform supporting small, independent registered investment advisors, recently added a $250…
iCapital Agrees to Buy Citi Wealth’s Feeder Fund Platform
Alternative investments fintech iCapital has agreed to acquire Citi Global Alternatives, an indirect subsidiary of Citi.…
Edward Jones Saw Advisor Increase of 4% in Q1
Edward Jones added 832 financial advisors to its ranks in the first quarter of 2025, a…
SALT, Tips and Auto Loans: A Guide to the House GOP Tax Bill
House Republicans’ release of the tax provisions in their massive fiscal bill provides a crucial initial…
Scotiabank targets Canada’s affluent South Asians in ICICI pact
Bank of Nova Scotia wants to tap into the population of affluent Canadians with ties to…
LPL Drops Data-Breach Lawsuit Against Ameriprise
LPL Financial has dropped a defamation lawsuit against Ameriprise in which it accused the rival broker/dealer…
Allocate or avoid? Advisors weigh in on the recent gold rush
Gold has staged an impressive rally this year, surging past Goldman Sachs’ 2025 forecast to briefly…