What Trump’s Tax Policies Could Mean for Clients
By Roger WohlnerSeveral proposals could affect planning priorities for the near and long term.
February 20, 2025
Morningstar to Shut Down Its Office Platform for AdvisorsThe decision comes as Morningstar announces plans to partner with the Black Diamond Wealth Platform.
February 20, 2025
Fidelity Launches Two All-ETF Model Portfolio Lines for Wealth ManagersMore than half of advisors' portfolios incorporated ETFs at the end of 2024, Fidelity reports.
February 20, 2025
LPL Launches Alternatives PlatformThe platform is intended to streamline the way financial advisors and their clients access and manage alternative investments.
February 19, 2025
Alera Seeks Strategic Acquisitions in Retirement SpaceWith new leadership, the firm is committing to accelerated growth through deals and partnerships.
February 19, 2025
Joe Duran's Rise Growth Partners Makes Another Minority InvestmentThe stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.
February 19, 2025
The Big Retirement Risk Most Advisors' Models MissMany of today's retirees could outlive the timeframe of typical financial planning assumptions, Dunham's Salvatore Capizzi warns.
February 18, 2025
How Raymond James Smashed Recruiting and Profit GoalsGiving advisors an array of affiliation options remains a critical strategy, firm executive Tash Elwyn says.