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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.
What will Trump's return mean for Medicare? - Financial Planning
Nov 11, 2024 · For many years, Republicans have floated plans to privatize Medicare, in part or in full. In 2016, former House speaker Paul Ryan famously proposed turning the whole program into a form of private ...
November/December 2024 | Financial Planning
Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.
FP Magazine - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
CE Quiz - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
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
How the racial will gap affects wealth | Financial Planning
Nov 21, 2024 · Eliminating the so-called will gap would cut the stubbornly wide difference in wealth among the two races by "a modest but meaningful" 10% over three generations, according to a working academic ...
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.
Creative Planning, Mallouk, Schwab, Fidelity prevail in referral lawsuit
Sep 24, 2024 · "Plaintiffs' allegations in this regard are categorical and lacking in detail but also substantively deficient. Many of the purported motives to conspire (e.g., increased profits, competitive ...