Trump's megabill passed — here's what advisors should know
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
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Certifications mean little to clients. Financial advisors want them anyway
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
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Raymond James pulls from Ameriprise, FINRA refunds firms $50M: Advisor Moves
As Raymond James, Wells Fargo and RBC reported big recruiting deals this week, FINRA said it was going to pay back to its members a large chunk of the fees they paid last year.
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4 advisor strategies for vacationing without clients
Looking forward to not answering client phone calls? Here's how to make it happen.
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Judges reject fiduciary claims in Wells Fargo, LPL sweeps suits
In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.
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Why Black clients save less for retirement, and how advisors can fix it
Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.
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How to buy peace of mind with cybersecurity tech: Show Me Your Stack
With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.
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Before you buy gen AI tools, ask these 4 questions
Once client data enters a tech provider's software, does your firm still own it? It's not a given.
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How advisors can reduce estate planning conflicts in 4 steps
Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.
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Edward Jones brings UMA tax expertise in-house with Natixis overlay purchase
The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.
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Should financial advisors be dually registered or RIA-only?
The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires careful consideration.
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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 Senate.
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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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