How advisors take advantage of IBD consolidation and growth
Intense Life Desires Over the last three years, the independent broker-dealer channel has seen the most consolidation in...
October 2, 2025
The B-Stock Holiday Playbook – B-Stock Solutions
The holidays bring more than just sales, they also bring a wave of customer returns...
What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
The profession of financial advice often centers on the logistical, logical outcomes of financial planning...
Stock Market Today: Dow Futures Slip, S&P 500 Rises Amid Mixed Trade—Berkshire, Occidental, Fermi In Focus – SPDR S&P 500 (ARCA:SPY)
Editor’s Note: The future prices of benchmark tracking ETFs, and the lede were updated in...
Quilter rebrands fintech arm to Quilter Invest
The new logo Wealth manager and Financial Planner Quilter has rebranded its app-based fintech NuWealth...
The Music Has Stopped but the Stock Market Continues to Play – Investing.com
The Music Has Stopped but the Stock Market Continues to Play Investing.com Source link
Judge nixes ex-Well Fargo broker’s tax write-off claim
When Francisco Gil was an advisor at Wells Fargo, he twice used a tax form...
How AI and Data Speed Up and Scale B2B Resale
The era of manual spreadsheets and phone calls to manage customer returns and excess inventory...