The four largest national brokerages dropped advisor head count by over 1,000 brokers during the past year, according to the most recent round of earnings reports, as each tries to bring advisory services to new types of clients.
Former CEO John Stumpf agreed to a $17.5 million penalty and an industry ban.
Lakeside Wealth's Kelly Shikany describes why she decided not to hang her hat as a solo advisor and instead navigate existing established advisory firms.
For the owner of a multimillion-dollar company, selling by the end of 2020 could result in a much smaller tax bill than striking a deal in 2021 under new rules.
About a quarter of people with a U.S. bank account have used Plaid to connect to the roughly 11,000 financial institutions it works with.