Why do financial planners need legal recognition?
FPA 2022 President-Elect James Lee explains how the organization plans to pursue protection for a title that some advisors say is misused in the industry.
Source: financial-planning.com
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How brokers and brokerages are changing, not going away
The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?
Source: financial-planning.com
IBD Elite 2022 rankings of advisory share of wealth revenue
As part of a long-term industry shift, firms like Ameriprise, Commonwealth and Northwestern Mutual get most of their business from advisory fees.
Source: financial-planning.com
How brokers and brokerages are changing, not going away
The presidents of two RIAs that use outside broker-dealers discuss how independent wealth managers are morphing in an effort to keep up with a fast-changing industry. Where do brokers fit in the future of wealth management?
Source: financial-planning.com
Wealth managers with the most female financial advisors
Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.
Source: financial-planning.com