Fee compression is coming, Cerulli says. Here's how to get ahead of it
Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.
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How much time is AI saving advisors? And how do they spend it?
New tools help financial advisors with everything from logic to transcription, but many say it's not just about winning back minutes but also the quality of the output.
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Morgan Stanley to offer crypto trading on E-Trade
The contemplated service would let E-Trade users put money into popular tokens like bitcoin and ether.
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CFP Board hikes annual fee 26%, expands advertising campaign
Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
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Advisors clamor for estate planning tools as attorneys wave red flags
Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.
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Edward Jones turns to alts to attract rich clients 'like never before'
Industry experts say Edward Jones was at risk of being left behind if it didn't offer access to investments that are becoming 'table stakes' for large wealth managers.
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Advisor drop doesn't hinder asset flows in UBS' first quarter
UBS' Americas unit benefited from a swift uptick in client transactions in April, but that activity has since subsided, CEO Sergio Ermotti told analysts.
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B. Riley discloses FINRA exam of its wealth business
The firm characterizes the cause examination, a procedure that typically originates from a customer complaint, as a routine matter.
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Morgan Stanley offers PE fund to wider swath of millionaires
Aiming to funnel more millionaires into its services, Morgan Stanley is launching a private equity fund for its widest audience yet.
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My fight for equality at a Wall Street investment bank
Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.
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A wave of ERISA lawsuits could alter workplace retirement plans
Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.
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Guiding clients through the high costs and risks of rental real estate
Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
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How financial advisors can buy a wealth book of business
Experts say it's not just about cold, hard numbers. Knowing client expectations can also make or break any potential deal.
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Court rejects Ponzi scheme arbitration bid in Oppenheimer case
A judge found that the alleged victims of a scam run by a now-disgraced representative of Oppenheimer furnished no evidence of having direct ties to the firm.
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Should clients in the 'retirement red zone' reconsider withdrawal strategies?
With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.
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IRS rules to deduct fraud losses on taxes give victims some leeway
Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.
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How are Trump's tariffs derailing client market confidence?
President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.
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How are Trump's tariffs derailing client market confidence?
President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.
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With pay bump, Stifel CEO joins execs earning steep raises
CEO Ron Kruszewski received praise for leading the firm's wealth management unit to a record for revenue, despite costly legal setbacks.
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Rising scam risk calls for coordinated prevention strategy, study says
A disjointed response, a lack of an agreed definition and unreliable statistics on losses hinder antifraud efforts by the government and industry, the GAO says.
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