6 Things That Matter Most When Advisors Switch Firms
By Eric KittnerThe firms attracting the best financial professionals are investing in long-term sustainability, not short-term recruiting wins.
July 01, 2026
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Ed Slott: Brush Up on OBBBA and Trump Accounts — NowClients will ask about these developments, the tax expert says, as a way to "judge their advisor's competence."
July 01, 2026
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: MorningstarExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
July 01, 2026
House Panel Advances SEC Restructuring BillThe legislation would require the agency to review major rules once implemented and reduce offices.
July 01, 2026
How the Fastest-Growing Advisors OutperformThese advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.
July 01, 2026
'Taylor Swift Tax' Stirs Bad Blood With Rhode Island HomeownersThe new levy will also squeeze owners of saltbox houses on the coast that are much less grand than the singer's Holiday House mansion.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
July 01, 2026
Retirement Income Planners Need Better Longevity EstimatesProviding better tools to explain life expectancy risk could help clients better understand their situation and strategize accordingly.