The Big Firms That Gained, and Lost, the Most Advisors in 2024
By Janet LevauxOne firm added a net 2,923 advisors, while the "winning" wirehouse lost 55.
March 19, 2025
Fed Holds Rates, Sees Slower Growth and Higher InflationThe Federal Open Market Committee voted to keep the benchmark federal funds rate in the 4.25%-4.5% range.
March 19, 2025
Thrivent Spends $50M to Say Careful Planning Is a Form of LoveThe financial services company is putting the focus on the "people we hold in our hearts."
March 19, 2025
UBS Client Says His Wife Moved In With Their Wealth Advisor. It Got MessyRichard Kallman, the heir to a family of bookdealers, is suing for $10 million in damages.
March 19, 2025
Social Security to End Benefit Claiming by PhoneNew identity verification procedures, which also affect direct deposit changes, will require an online account or an office visit.
March 19, 2025
Trump Tax Cut Uncertainty Puts Financial Plans at Risk, CFPs SayHere's how planners are preparing for the potential expiration of the 2017 tax cuts, according to the CFP Board.
March 19, 2025
Morgan Stanley Plans About 2,000 Job CutsThe plan was set in motion before the recent market tumult, sources said.
March 18, 2025
SEC to Speed Review of Funds With ETF Share ClassesThe SEC has received more than 50 applications for these products, collectively representing trillions in AUM.