FPA’s New Board Chair Knows How to Play the Long Game
By John ManganaroPaul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
January 13, 2025
New Bill Boosts SALT Deduction CapThe SALT Fairness for Working Families Act increases the limit to $15,000 and eliminates the marriage penalty.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 13, 2025
Kestra Financial to Replace President in AprilJohn Amore, the firm's head of wealth management, will take over from the retiring Stephen Langlois.
January 13, 2025
12 Best States to Raise a Family: 2025WalletHub ranked the states on health and safety, affordability and family fun.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 13, 2025
Schwab to Launch Actively Managed Bond ETFThe Schwab Core Bond ETF (SCCR) aims to generate income through a wide variety of fixed income investments.