Financial Planning Homepage | Financial Planning
4 days ago · Get Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts.
J.D. Power 2024 best financial advisor firms | Financial Planning
2024 ranking: 24 2023 ranking: N/A* 2024 score: 685 *The firm didn't appear in last year's rankings because the poll didn't reach at least 100 of its customers.
FP Magazine - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
Edward Jones introduces flat-fee model for financial planning ...
Oct 9, 2024 · Edward Jones is becoming a pioneer among large wealth managers with a business model allowing its advisors to offer a comprehensive financial plan in return for a flat, annual fee.
IBD Elite 2024: The 15 largest independent brokerages - Financial …
Aug 15, 2024 · 2023 revenue: $337,478,000 Change from previous year: 6% Number of producing registered representatives: 2,347 Client account assets: $48.11 billion
Fifth Third RIA mining private banks to hit $10B in AUM | Financial ...
Dec 27, 2024 · Many banks looking to establish an advisory arm simply go out and buy an existing RIA. Fifth Third, the 17th-largest U.S. bank as measured by deposits, instead decided …
Planning for 2025's tax brackets and retirement rules
Nov 4, 2024 · An average inflationary adjustment of 2.8% under IRS guidance for 2025 released earlier this month came in lower than the 5.4% hike for this year and a boost of more than 7% …
Continuing Education Credit — December 2024 | Financial Planning
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
Vast majority of seniors say Social Security COLA is inadequate
Jan 3, 2025 · Atticus surveyed 672 Americans aged 62 and older, and 75% of them said Social Security's COLAs aren't keeping up with their cost of living. On average, respondents said an …
Vanguard settles target-date fund investor case | Financial Planning
Nov 7, 2024 · Those clients rushed into the cheaper shares in a move described by The Wall Street Journal as an "elephant stampede" that caused the target-date funds to sell 15% of the …