CFP Board to review bachelor’s degree requirement
Intense Life Desires A core requirement of the CFP mark could soon be on the chopping block: a...
Expense Tracking
Advice for jittery clients amid a late-stage bull market
As of Tuesday, the S&P 500 had appreciated 79.5% since Jan. 1, 2023, assuming dividends...
Self-directed IRAs carry tax complexities
Self-directed individual retirement accounts come with tax advantages and access to alternative investments — along with...
Citi says Sieg targeted by harassment claims to avoid arbitration
Citi is snapping back at a discrimination lawsuit, saying a former executive has accused wealth...
Michael Kitces’ new AdvisorEconomics provides benchmarking
In the past, annual benchmarking studies offered advisors insights into the inner workings of similar...
Wells Fargo recruits from Ameriprise, Raymond James, UBS
Wells Fargo is building out its independent channel with two wealth management teams and a...
Advisors must embrace agentic AI to remain competitive
There’s a question echoing across wealth management: Will AI replace financial advisors? Processing Content Andrew...
Morgan Stanley touts retail banking in new E-Trade ad
Although Morgan Stanley has been in retail banking in a big way for almost two...
UBS faces Senate questions about Credit Suisse Nazi dealings
The head of UBS’ Americas arm and the lender’s top lawyer are both scheduled to...
How To Budget With No Money: 8 Steps When Starting From Zero
Budgeting is often painted as something you do once you “have enough money.” But the...