The Securities and Exchange Commission has purged guidance from its website regarding fund manager diversity, but…
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Trump reverses Biden-era crypto warning for retirement plans
Retirement plan sponsors have traditionally approached cryptocurrencies with caution, heeding federal warnings to exercise “extreme care”…
FPA: Mutual fund wrap programs gain popularity with advisors
Financial planning involves a lot of elements. For a growing share of advisors, managing investments isn’t…
Financial advisors use second languages as a planning niche
Advisors often carve out niches by focusing on unique client groups, from tech start-up millennials to…
Morgan Stanley launches NIL financial education program
Rising pay for college athletes brings more planning risks and opportunities, prompting a new collaboration that…
TIAA Institute: Older Americans lag in retirement fluency
Most Americans intend to retire eventually, but few have the knowledge to address the major challenges…
How tax and tariff questions are leaving investors in limbo
Even after the biggest May jump in 35 years for the S&P 500, investors’ understandable confusion…
Nationwide survey: Gen Z disillusioned with retirement
When will you retire? For nearly 1 in 5 Gen Zers, the answer is: maybe never.…
Counties with highest capital gains per 2025 study
The more value that investors can receive in the form of long-term capital gains rather than…
Trump’s tax bill offers wins, and a major loss, for advisors
Groups representing the wealth management industry are celebrating after the House narrowly passed a Republican-backed tax…
IRS backs off Biden rule on partnership basis shifting
An IRS proposal to drop a Biden administration rule targeting basis-shifting strategies by complex partnerships is…
Qualified charitable distribution popularity surges
Qualified charitable distributions (QCDs) are a largely unknown tool among retirees. But now, as a convergence…
Cites with highest financial advisor pay increase in 2024
Labeling the financial advisor profession and the wealth management industry as “Wall Street” as a shorthand…
SMAs, other investment portfolios ripe for ETFs
The appreciated assets locked in tax limbo from the capital gains in separately managed accounts amount…
5 tips for virtual financial advisors
Zoom calls and screen sharing may feel like the norm for many financial advisors these days,…
Patriot National gets serious about private banking
Stamford, ConnecticutAdobe Stock Two months after shepherding a $58 million private placement to completion, Patriot National…
COVID-19 changed where financial advisors live. Here’s how
Financial advisors work where the money is, or at least that’s what the conventional wisdom says.…
CFP Board launches expedited bankruptcy, misdemeanor reviews
New procedural rules announced last week by the CFP Board, set to take effect May 23,…
Video game Berryville teaches entrepreneurship money skills
A financial literacy video game designed with the help of planners and other investment experts will…
Morningstar: Long-term care costs drive retirement failure
Even the best-made retirement plans can fail, especially when unexpected health care costs crop up. A…
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…