Dynasty Financial Partners' investment bank joins Diamond Consultants to help departing teams vet transition options, whether that's joining another wirehouse, selling to an RIA aggregator or starting their own business.
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As Financial Planning's AI Readiness Survey showed, most advisors aren't concerned about their own jobs. But others aren't so sure.
2h ago
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Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.
8h ago
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Take Financial Planning's latest self-study, general knowledge CE quiz to stay up to date on trends, earn an hour of credit and maintain professional certification.
10h ago
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More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
October 20
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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Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20
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A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.
October 17
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Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.
October 17
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Tax returns released by his campaign show he made over $4.2 million in capital gains and took a $4.8 million deduction, paying taxes on $5.9 million in income.
October 17
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Janney also adds teams from Morgan Stanley and UBS, while LPL Financial picks up advisors from Janney for its direct employee channel.
October 17
