Weekend Reading For Financial Planners (April 18-19)
Intense Life Desires Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
Expense Tracking
Best advisor pay for the $2M producer in 2026
Financial Planning’s 2026 survey of broker compensation at wirehouses and regional firms concludes today with...
BNY earnings fold Pershing reporting into Wealth Solutions
One of the wealth management industry’s largest custodians no longer commands its own business line...
LPL’s Mariner Advisor Network deal fuels already hot year for RIA M&A
In its first big acquisition since its purchase of Commonwealth Financial Network, LPL Financial is...
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of...
Merrill, other BofA wealth units hit record revenue despite asset dip
Merrill and Bank of America’s other wealth management units saw their revenue surge to an...
Morgan Stanley wealth rides $118B in new assets to revenue record
Morgan Stanley’s inflows of net new assets surged again in the first quarter as revenue...
Why The SEC May No Longer Allow “Hedge Clauses” In Client Advisory Agreements (And How To Replace Them Compliantly)
Advisory firms often rely on long-standing Investment Management Agreement (IMA) templates that include liability waivers...
Wells Fargo’s net income, assets surge for wealth unit
Wells Fargo saw net income in its wealth and investment management unit surge by 34%...
With new asset drop, Citi CEO refuses to be ‘distracted’ from wealth goals
Citi’s intake of net new assets into its wealth division slowed in the first quarter...