FP Magazine - Financial Planning
WEBFinancial Planning Magazine covers the latest trends and issues in wealth management, financial planning and investment advice. Find articles, rankings, surveys and more on topics such as ESG ...
J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 · Edward Jones tops the list of 19 wealth managers in 2021, while Prudential, Advisor Group and Merrill Lynch fall to the bottom. Raymond James drops from No. 4 to No. 15, while Fisher Investments ...
It's time to revisit the IRA trust. Here's why | Financial Planning
WEBMar 2, 2021 · It's time to revisit the IRA trust. Here's why. By Donald Jay Korn March 02, 2021, 4:37 p.m. EST 3 Min Read. Enjoy complimentary access to top ideas and insights — selected by our editors. IRA ...
These are the fee-only RIAs with the most financial advisors
WEBOct 14, 2022 · Find out which fee-only registered investment advisory firms have the most financial advisors based on SEC data. See the ranking, AUM, location and other details of the top 20 firms in this industry.
Financial advisor vs. planner: what's the difference?
WEBAug 27, 2021 · Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. Lily Wolfson. Summer ...
Fidelity Zero vs Vanguard: Which index fund is better? - Financial …
WEBAug 14, 2018 · Compare the fees, expense ratios and tax efficiency of Fidelity Zero and Vanguard index funds. Learn why fee wars are good for clients and how to choose the best fund for your portfolio.
J.D. Power announces 2022 best financial advisor firms - Financial …
WEBApr 14, 2022 · LPL Financial is one of the 18 firms evaluated by J.D. Power in its annual study of client satisfaction for full-service investors. LPL scored 719 points in 2022, down from 740 in 2021, and ranked ...
How lifestyle advisors can succeed | Financial Planning
WEBJun 29, 2017 · Lifestyle firms can be profitable too. Fifty-three percent of respondents from mature lifestyle firms have a profit margin of more than 31%, and 55% have revenue greater than one million dollars.
Independent BD payouts: The devil is in the details - Financial …
WEBJan 25, 2019 · Independent BD payouts: Hidden costs and charges. Advisors who shop around at prospective broker-dealers soon find that they all have the same sign in the window: We offer generous 90% plus ...
Schwab and Fidelity referrals give certain RIAs business | Financial ...
WEBOct 17, 2023 · Schwab and Fidelity referrals give certain RIAs business, deal others out. By Tobias Salinger. October 17, 2023, 9:00 a.m. EDT 18 Min Read. Sena Kwon/Arizent. In May 2021, financial advisor Keith ...