This Structure Maximizes Advisor Teams' Productivity: Kitces
By John ManganaroA more ideal team structure is far more beneficial than boosting technology, new research finds.
March 13, 2025
U.S. Finalizes Partnership Basis-Shifting Loophole RegulationsIt’s critical for small-business partners to evaluate transactions to avoid running afoul of the new rules.
March 13, 2025
8 Overlooked Tax Deductions and CreditsThese breaks can go a long way toward helping clients reduce their tax liability as much as possible.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 13, 2025
Vanguard Faces Class-Action Suit Over $100 Exit FeeThe charge is a "junk fee" meant to penalize customers who close accounts, the suit contends.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.
March 12, 2025
2026 Social Security COLA Estimate Drops as Inflation CoolsThe estimated cost-of-living adjustment has waffled this year as inflation has risen and fallen.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.