How popular is your annuity? F&G and MassMutual score highest customer satisfaction in J.D. Power study
J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.
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IRS extends time to 'perfect' R&D tax credit claims
Taxpayers will now have through Jan. 10, 2025, to fix a refund claim.
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Osaic trims fees amid challenges in recruiting, regulation and debt
President of Advice and Wealth Management Greg Cornick unveiled lower advisory expenses in front of a record number of attendees at the firm's conference.
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IRS increases 401(k) and IRA limits
The service issued its annual adjustments for retirement plans, with some reflecting changes in the SECURE 2.0 Act.
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Independent and hybrid RIA channels are adding advisors the fastest, Cerulli report says
Cerulli projects independents and hybrids to control nearly a third of intermediary asset market share by 2027.
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Private equity-owned Choreo buys BDO's $8.1B wealth unit
The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.
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The American College of Financial Services to launch online learning and CE platform for financial advisors
Called Knowledge Hub+, the new learning platform curates insights from more than 30 academics, industry innovators, financial planning experts and practice management leaders.
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To boost your advisory brand, answer these 11 questions
Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.
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Can Elon Musk's X create a financial super app in one year?
The tech billionaire wants the former Twitter's users to manage all of their finances on the site — the sooner, the better.
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How advisors can handle UHNW family crises: Morgan Stanley panel
From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.
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NASAA program gives advisors 5 years to hold on to Series 65
Only one state — Minnesota — has so far adopted the new policy.
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AI, black boxes and bias: The impact of the White House's executive order
President Biden has directed government agencies to develop new rules on protecting privacy and security, preventing intellectual property theft, reducing bias and more in banks' use of artificial intelligence models.
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New Janney president plans to lure advisors with strong tech
Some think the firm needs to become better known if it's to reach its growth goals.
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Labor Department proposal kicks off industry's next fiduciary fight
A potential regulation called the "retirement security rule" is already facing pushback. Here are the first reactions across the industry in favor and against it.
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Captrust acquires $1.4B RIA to mark firm's 70th deal since 2006
The RIA consolidator hit the milestone with the addition of an Indianapolis wealth manager.
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Creative Planning buys Mesirow's $13B corporate retirement practice
One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.
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Third annual Black Wealth Summit highlights paths for building legacies
The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.
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What the growing family office sphere means for wealth managers
From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.
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4 big AI trends that wealth managers should pay attention to
According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.
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How to spot a fake charity, according to the IRS
The agency recommends that financial advisors, tax professionals and their clients start by using a tool on its website and offers a few other helpful words of advice.
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