Stuart M. Feld took the time to speak with Financial Planning about his vision for his newly created role, how the firm is using AI now and in the future, security and more.
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Looking back at the past five years of Financial Planning's regional 40 under 40 list offers insights on advisor success — and firm struggles.
March 10
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From podcasts to technology, advisors are turning to modern offerings for help building new relationships with clients and strengthening existing ones.
March 10
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Everyone knows tax pros don't make mistakes, but it can't hurt to doublecheck for these mistakes before filing.
March 7
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Also this week, Captrust scoops up a $1.4 billion RIA, and Mercer Global adds a head of M&A.
March 7
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
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The dispute shows Edward Jones has become emboldened in taking legal actions against advisors perceived to have inflicted harm on its business interests by leaving for another firm, one industry recruiter said.
March 6
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In a warning alarm about the industry's staffing needs, McKinsey predicted there will soon be a massive shortage of advisors to meet client demand.
March 6
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Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.
March 6
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Cutting IRS staffing in half over the next 10 months would mean less help and longer waits for taxpayers and let wealthy tax cheats escape paying what they owe.
March 6
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For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.
March 5
