UBS Americas reports $3.5B in asset outflows
Intense Life Desires UBS’ Americas advisor headcount and new asset inflows declined in the second quarter as changes...
Expense Tracking
5 new firms achieve CII Chartered Corporate status
CII Corporate Chartered Status Five Financial Planning and insurance firms have achieved the Chartered...
Tax planning for parents under OBBBA
The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into...
Titan Wealth buys 2 advice firms in East Anglia
Titan Wealth joint CEO Andrew Fearon Wealth manager and Financial Planner Titan Wealth has...
Crypto ETFs one step closer to mainstream after SEC rule shift
The U.S. Securities and Exchange Commission is fast helping to transform digital assets into a...
Major Compliance Risks When Using AI Tools (And Best Practices To Mitigate Them)
AI tools like ChatGPT and automated meeting notetakers offer meaningful time savings and productivity gains...
UK facing chronic retirement under-saving crisis
Tom Selby of AJ Bell warns of ‘crisis’ Britain is heading for a chronic retirement...
How can new RIAs find their niche?
This is the 11th installment in a Financial Planning series by Chief Correspondent Tobias Salinger...
Johnston Carmichael Wealth adds Chartered Planner
Leigh Townsley, Chartered Financial Planner. Aberdeen-based Johnston Carmichael Wealth, owned by 7IM group’s Partners Wealth...
SSA funding cuts force retirement research centers to close
Research on aging, retirement and Social Security is vanishing as more Social Security Administration-funded research...