Younger advisers more likely to attract new clients
Intense Life Desires NextWealth/Aegon research Less than one in five, 17%, of financial advisers believe hiring younger colleagues...
Expense Tracking
SmartAsset: These states defy Medicare Advantage boom
Medicare Advantage enrollment has swelled over the past two decades, with a majority of seniors...
Continuum assets under influence climb 17% to £2.75bn
Continuum HQ National IFA Continuum, owned by M&G, saw a 17% increase in assets under...
Wells Fargo touts check, next-gen accounts in 2026 comp
After Wells Fargo turned up the heat on low-revenue generators this year, its new compensation...
Charging For Estate Planning And Document Prep: Navigating Regulatory Hurdles And Real Pricing Benchmarks From Kitces Research
While estate planning has long been an integral part of the financial planning process, most...
Pension funds invest billions in regional growth
Rachel Reeves, Chancellor of the Exchequer Britain’s pension providers and insurers have joined forces with the government...
Psychology of financial planning core to profession: study
Financial planners are spending more time discussing supposedly non-financial topics with clients, and they’re seeking...
2 in 3 advisers expect Corporation Tax rise
Less than two out of five (38%) believed the Chancellor will increase Income Tax rates....
Pershing revenue rose in Q3 after First Republic exit
More than two years after the regional banking crisis that shuttered First Republic, one of...
Transact assets rise 16% to new record high
Alex Scott, group CEO at Transact’s parent company Integrafin Funds under direction for adviser platform...