CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.
How advisors guide clients with year-end charitable giving
Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.
FCA wants to help millions avoid pensions blunders
The Financial Conduct Authority has published new proposals to provide ‘targeted’ support to millions of pension savers to help them avoid costly mistakes.
SEC panel weighs limits on RIAs’ ability to require arbitration
Critics of mandatory arbitration say it can go against investment advisors’ fiduciary duty to always do what’s best for clients.
Pareto opens new Manchester HQ and adds to team
Manchester-based Pareto Financial Planning has moved its HQ to the refurbished and iconic Old School House building in Spinningfields in the centre of the city and addd more staff.
Might the Social Security Fairness Act still pass this year?
Just before the year ends, Congress may pass the Social Security Fairness Act. Here’s what’s in the bill and who it’s for.
6 ways independent wealth management firms are consolidating
Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry’s race to scale.
Investors shifting from cash to equities
Advised clients are moving their money away from cash and back towards equities as interest rates subside, according to a new survey of financial advisers.
4 in 5 financial advisers unhappy with Budget
Eight in 10 financial advisers (79%) are unhappy with the measured announced in the Budget, according to a survey.
Quilter network adds 5 new AR firms
Quilter Financial Planning has added five new Appointed Representative firms to its advice network.