Morningstar research examines stock and bond fund fees
Intense Life Desires There are 1,600 fewer stock and bond funds than only a decade earlier, and lower...
Expense Tracking
FINRA seeks to lessen brokers’ oversight of RIAs
Thanks to a new FINRA rule, brokerages should soon be relieved of their current duty...
Financial Planning’s January 2026 continuing education quiz
Advisors looking to begin the year by checking off CE requirements can now access Financial...
JPMorgan gives Dimon another sweet payday
JPMorgan Chase lifted CEO Jamie Dimon’s pay to $43 million for 2025 in his 20th...
RBC recruits $770M UBS team in New York
Michael Wirtheim RBC’s U.S. wealth management division is making further inroads in New York State...
Obstacles for advisors in succession planning
Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession...
How an advisor serving pilots got his niche off the ground
This is the latest story in the Know Your Niche series. Stories feature advisors who have carved...
Cerulli: Fixed-income ETFs gain favor with financial advisors
For all the recent buzz around fixed-income retirement solutions, bonds themselves are increasingly falling out...
Bitcoin and crypto allocations rise among financial advisors
Crypto markets may be seesawing, but financial advisors’ willingness to buy digital assets in client...
Advisors win appeal in Ameriprise-LPL recruiting dispute
A group of current and former LPL advisors has won an appeal allowing them to...