Senate passes Trump tax bill
The Senate narrowly approved President Trump's tax bill after Vice President JD Vance cast a tie-breaking vote following no votes from three Republican senators.
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Ex-Wells Fargo advisor escapes paying back $1.2M on promissory note
A FINRA arbitration panel's decision marked a rare rebuke for a large wealth manager seeking to reclaim money it provided an advisor recruited from a rival.
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How to make sense of the bumpy political road for municipal bonds
Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.
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Confronted with college costs, parents reach for their 401(k)s
As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.
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Munis for social change don't have to leave returns on the table
Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.
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Financial advisors can better serve LGBTQ clients. Here's how
To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.
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How tech for better meetings could turn advisors 'superhuman'
Aaron Klein, former Nitrogen CEO, seeks to disrupt the market for AI note-takers.
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Bleeding continues at Osaic, UBS with big team departures: Advisor Moves
Osaic and UBS have both been on the losing end of some recruiting deals in recent months, while this week Cambridge, Rockefeller and RBC were on the winning end.
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How financial advisors can rein in overzealous retiree spending
Some retirees have saved all their lives and want to live a little. Or a lot.
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Volatility breeds interest in fixed-income stability
The baby boomer generation is now in the retirement phase, and many clients want more predictable income and less of a roller coaster with their nest egg.
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Morningstar keynotes cast financial advisors in a crucial role
CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.
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Rethinking the trade deficit
From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.
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What LPL, Atria layoffs say about the firm's M&A strategies
LPL says its elimination of positions at Atria Wealth Solutions was always part of its plan to acquire the firm, drawing a sharp distinction with what it's doing with Commonwealth Financial Network.
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Succession planning and the 'risk no firm can afford'
As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.
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Money isn't math, it's emotion — especially in scary economic times
Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.
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As access to alts expands, here's why some advisors remain cautious
They can be illiquid, pricey and opaque, and some advisors say the performance doesn't justify the hype. Others say the assets can offer meaningful advantages.
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Crafting the right message to win new clients starts by looking inside
Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.
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National program trains advisors to be allies in fight against substance use
Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.
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How to fix Social Security's pending shortfall, according to advisors
With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what path the program will take.
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Should RIA offices be remote or in-person?
Financial advisors report a variety of pros and cons with either setup, and experts say the decision comes down to highly particular factors at each advisory practice.
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