Navigating the Shifting Broker-Dealer Landscape: What Advisors Seek
By Sponsored by United PlannersAmid industry consolidation and misaligned interests, advisors prioritize stability, control, culture, and client focus in their BD partnerships.
May 23, 2025
Vanguard Launches Two Muni Bond Index ETFsBoth new ETFs come with 0.09% expense ratios.
May 23, 2025
How to Build on Buffett's Berkshire Hathaway MessageEven in the most turbulent times, he reminds us, the principles of sound financial management remain constant.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 20, 2025
Judge Rejects $40M Class-Action Settlement in Vanguard Target-Date Selloff CasePlaintiffs will get a better deal under an SEC settlement, the judge found.
May 20, 2025
Pre-Retirees Now Get 4 Years to Supercharge Their SavingsUnder Secure 2.0, "bonus" catch-up contributions for ages 60 to 63 are allowed starting this year.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.
May 20, 2025
Luminaries 2025 Nominations Are OpenThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.