With our annual rankings, Financial planning recognizes the best young brokers in the industry among distribution houses and regional companies. The top 40 regional brokers under 40 generate $87.3 million in collective annual revenue at an average of $2.2 million per rep over the last 12 months of production whileRead More →

New York, NY, February 1, 2022 – Three advisors from JP Morgan Wealth Management were rewarded Financial planning2022 Annual List of the Top 40 Financial Advisors Under 40. Financial planning recognized the following advisors for their outstanding performance: Michael Briese, Private Client Advisor – New York, NY David Li, HeritageRead More →

BOSTON, January 19, 2022 /PRNewswire/ — Concord Wealth Partners, an independent registered investment advisory firm (“RIA”), has formed a strategic partnership with Coppertree Financial Planning, LLC, a $230 million AUM RIA based in Greater Boston. New England-based Coppertree LLC has joined Concord Wealth Partners and will operate as a newRead More →

MUNCIE, Ind., December 16, 2021 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announced the acquisition of eFinPlan, a website for to help individuals understand the importance of sound financial planning. “At Moneytree, we recognize that improving financialRead More →

Wealth management firm Ehrenkranz Partners and financial advisor Investindustrial signed offers for a total of 27,097 square feet on Seagram Building in two of the largest recent expansions and new leases in RFR Real Estate property. Ehrenkranz snagged 17,519 square feet across the entire 21st floor of the approximately 850,000Read More →

Investments companies are making in mobile apps are starting to pay off, but the financial advisory industry still has a long way to go. According to JD Power, three-quarters of wealth management companies have improved the functionality of their apps in the past year, up from 44% in 2020. AsRead More →

When two clients received a worrying letter from the IRS last July, Gerry Barrasso, their financial adviser, urged the married couple to calm down. The missive said the New York pair owed $271,346 in additional taxes, including a $54,269 penalty and $11,423 in interest, on the sale of nearly aRead More →

K-State’s All-Female Team Places Second in Financial Planning Association’s National Financial Planning Competition Tweet that “Megan, Britta and Ana represent the first all-female team to compete since K-State and one of the first to compete nationally,” Personal Financial Planning Department Chief Martin Seay said. “The team’s accomplishments are a testamentRead More →

WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →

Financial advisers and wealth management firms worried that the Biden administration will immediately destroy the SEC’s Best Interest rule can rest a little easier. At an Oct. 19 panel hosted by New York University Law School’s Corporate Compliance and Enforcement Program, SEC Chairman Gary Gensler pledged vigorous enforcement. of theRead More →

CHICAGO, October 19, 2021 /PRNewswire/ — Hightower today announced that it has joined the Foundation for Financial Planning (FFP), the nation’s only 501(c)(3) nonprofit charitable organization dedicated solely to supporting the provision of pro bono financial planning, as a 2021 impact partner. Founded in 1995 by advisors seeking to giveRead More →

The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for retirement. These securities can be confusing for investors when hiring someone to manage their assets. “The financial services industry hasRead More →