- Raymond James continues Commonwealth recruiting streak with $2.8B team
An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial respond?
- 34% of women investors say their advisor is condescending: Nationwide
Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.
- Schwab is changing — what it means for RIAs in its referral network
Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.
- Why table-stakes tax planning is still elusive at many firms
Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.
- Advisors weigh pros and cons of 529 plans
Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.