XY Planning Network Tops 2,000 Advisors After Record 2024
By John ManganaroCEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 26, 2025
UBS Delays Advisor Pay Cut From 12b-1 FeesThe delayed cuts are separate from other compensation changes UBS made this year.
March 26, 2025
How AI May Soon Create New Jobs at Insurance FirmsSetting up new AI systems for life insurance and annuities will require teams of professionals, EY predicts.
March 26, 2025
Janet Yellen Joins PIMCO's Advisory BoardThe former Treasury Secretary is added to the group as Ben Bernanke retires from his role as board chair.
March 26, 2025
Coventry Asks Court for a Life Expectancy Forecaster's RecordsThe firm thinks the forecaster, Lapetus, is too pessmistic about how long people will live.
March 26, 2025
How the Biggest Names in Finance Make March Madness PicksSometimes, the Wall Street pros ditch quantitative analysis for old fashioned bias.
March 26, 2025
CFP Board Floats Rule Changes on Bankruptcy, Drug ConvictionsThe reforms would affect CFP candidates with one bankruptcy or multiple misdemeanor convictions in the distant past.
March 26, 2025
Dynasty Adds Goldman Sachs as CustodianIts independent RIA network also has custodial ties with BNY Pershing, Fidelity and Charles Schwab.