Morgan Stanley, JPMorgan turn to tax expertise to stand out
Intense Life Desires For high net worth clients, wealth managers are coming to realize that basic tax-loss harvesting...
Expense Tracking
HNW clients disappointed by philanthropy advice
A third of HNW individuals had already set up charitable trusts or engaged advisers to...
Creative Planning to more than double AUM with SageView deal
The RIA giant Creative Planning is acquiring SageView Advisory Group in a deal set to...
Carly Dunningham: It’s time to network
Carly Dunningham is a Chartered and Certified Financial Planner. She is the Chair of the...
How advisors can avoid legal pitfalls of AI use
Chad D. Cummings thinks advisors should be aware of “a burgeoning landmine” he’s seeing in...
Model Portfolios dominate adviser sales in H1
MPS solutions are dominating much of the adviser market Model portfolios (MPS) grabbed the...
Commonwealth advisors head to Raymond James, Cetera
Raymond James keeps going to the Commonwealth Financial Network pulling up AUM and large advisor...
Weekend Reading For Financial Planners (October 11–12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
Cheshire financial adviser fails
FSCS offices Gallery Finance Ltd, a financial advice firm which provided equity release, buy to...
Merrill, LPL say advisor education is key to AI push
Wealth management firms say artificial intelligence could eventually improve nearly every part of their businesses....