In his new book, the ‘father of life planning’ advocates for a broader fiduciary duty, one that extends to all institutions. Here’s how advisors play into that grand vision.
Is convergence a fad or will it define the winners and losers in the DC world?
The revamped educational platform will feature multimedia content to help advisors become more comfortable with estate planning topics.
CEO Dan Arnold said the firm “can only speculate” on why other industry peers announced changes to their sweep pricing during its Q2 earnings call this week.
The court agreed that the Biden-era version of the fiduciary was structurally similar to the Obama-era rule. However, consumer advocates argue that plaintiffs are “forum-shopping” for sympathetic courts.
Salesforce's Michelle Feinstein discusses the findings from the 2024 CTO Think Tank hosted at Wealth Management EDGE.
Financial advisors are still bullish on the prospects for the U.S. stock market, according to WealthManagement.com's Advisor Sentiment Index
Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.
The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.
