Millionaire tax tests a state’s 93-year aversion to income levy
Intense Life Desires After nearly a century of trying, Washington state Democrats could finally pass an income tax...
Expense Tracking
How to get client couples aligned on money
In his work as a financial planner, Lawrence Pon said he often feels like an...
3 ways advisors can unfreeze stagnant DAF wealth
Last year’s record-breaking surge in donor-advised funds has inspired a lively debate about the usefulness...
Financial advisors on vinyl record collections as investments
While much of the music industry has struggled, vinyl record sales have surged, with 43.6...
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
Even as UBS’ CEO acknowledges that recent compensation changes have been unpopular with some advisors,...
Millionaire tax wave could hit more than half of high earners
California’s proposed wealth tax may command the spotlight, but a broader push by states to...
What’s the estimated value of hiring a CFP?
The planning profession’s largest certification correlates with good grades from clients, both in terms of...
Head of PNC wealth unit lays out plans to hire hundreds of advisors
With plans brewing to swell its advisor ranks by hundreds, PNC Bank is rolling out...
Morningstar: 3 issues shaping retirement planning
The core challenge of retirement planning has long centered on one fundamental problem: getting people...
Raymond James CEO not interested in advisors just looking for ‘highest check’
Raymond James CEO Paul Shoukry says his firm has become expert at recruiting advisors who...