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The $16T pool: Most retail AUM is at 10 firms, report finds
A new Cerulli report found that the 10 largest broker-dealers hold 58% of retail AUM, in the wake of rapid consolidation among the top 25 BDs.
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NAIFA and FSP to merge following vote
The combined organizations will represent roughly 20,000 financial professionals.
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Ameritrade merger weighs on Schwab's net new assets
The banking and brokerage firm's income also suffered from clients moving money into high-interest-paying money markets.
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Raymond James picks JPMorgan unit to help advisors boost tax savings
Tens of billions of dollars in taxable assets on Raymond James' managed account platform will get upgraded tools by mid-2024, the firms say.
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Grayscale's Bitcoin ETF push: What's next after court ruling stands
Regulators are likley to enter into dialogue with industry about the best way to proceed.
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Wells Fargo wealth profits fall 17% in Q3 earnings
CEO Charlie Scharf said the bank's troubled wealth unit had 'treaded water' for a while, but showed signs of recovery as client assets and fee income grew.
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17 tax tips to manage the marriage penalty
Financial advisors, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.
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Citi welcomes Sieg with bump in advisory business
All eyes will be on the incoming veteran executive as the banking giant seeks to take advantage of expected growth in global wealth.
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JPMorgan's advisor headcount rises thanks to First Republic influx
The banking giant also reported a whopping 36% increase in net income for its banking and wealth management unit.
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Savant Wealth Management enters 401(k) partnership with Pontera
The Investment advisory firm now overseeing more than $300 million in outside assets has Pontera to deliver comprehensive 401(k) management to its advisor network.
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Why 'keeping it real' is powerful DEI advice for wealth management
New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
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Why 'keeping it real' is powerful DEI advice for wealth management
New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
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Is private equity's AI gold rush happening too soon?
The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.
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Is private equity's AI gold rush happening too soon?
The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.
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How advisors can tap into the $113T Hispanic wealth opportunity
Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
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How advisors can tap into the $113T Hispanic wealth opportunity
Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
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Edward Jones says young adults are staying positive despite wallet woes but need professional financial advice
New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.
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Edward Jones says young adults are staying positive despite wallet woes but need professional financial advice
New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.
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IRS warns that art promoters' tax promises paint with too broad a brush
Inflated charitable deduction claims have led to dozens of audits and millions of dollars in additional payments to the agency.
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