LPL Financial’s earnings took a hit in the second quarter from its yawning expense lines while the company also revealed that two major networks of financial advisors are leaving. See the key takeaways for advisors from LPL’s second-quarter earnings, with insights from Dan Arnold and Matt Audette. #lpl #earnings #financialadvisors
Financial Planning
Online Audio and Video Media
New York, NY 45,970 followers
The leading resource of news, data and analysis for the wealth management industry.
About us
Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.
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http://www.financial-planning.com
External link for Financial Planning
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- Online Audio and Video Media
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- 201-500 employees
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- New York, NY
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- Privately Held
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Primary
1 State St
New York, NY 10004, US
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Updates
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The shock replacement of the Democratic presidential candidate less than four months before the U.S. election has introduced a new element of uncertainty about the outlook for economic policy in 2025 and beyond. Here’s a Bloomberg News analysis with experts of what Kamala Harris could mean for tax and economic policy. #politics #economy #election2024
'Sensationally unpredictable' election clouds tax policy outlook
financial-planning.com
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The latest issue of Financial Planning magazine has arrived, featuring a knockout cover story by Chief Correspondent Tobias Salinger Salinger on going independent in the advisory world. The July/August magazine also features Wealth Think pieces by Sophia Duffy, JD, CPA and Cynthia Dash, along with reporting on key tax, retirement, regulation, investment and practice management stories that you won't want to miss. Download the full issue here. #wealthmanagement #financialadvisors #RIAs
July/August 2024
financial-planning.com
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A federal judge who ruled that opponents of the Labor Department’s new retirement advice rule are “likely to succeed” in their legal challenge of the regulation has blocked its scheduled rollout. Here’s the reasoning in a pivotal ruling putting the “retirement security rule” on hold during a lawsuit filed by an insurance trade group. #retirement #compliance #dol
Federal judge puts DOL retirement advice rule on hold
financial-planning.com
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Advisors seeking to differentiate their offerings and add value may be interested in an accelerated path to the CPWA certification — preparation for working with high net worth clients — now being offered by the Investments & Wealth Institute . Also in today’s newsletter: Earning season continues, with Raymond James and Ameriprise Financial Services, LLC reporting for the past quarter. #financialadvisors #CPWA #raymondjames #ameriprise
A fast track to serving high net worth clients; Raymond James hits client asset high; Ameriprise CEO on election uncertainty
Financial Planning on LinkedIn
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For many advisors, narrowing the focus can pay big dividends. #wealthmanagement #financialplanning #RIAs #financialadvisors
Planning for pickleballers
Financial Planning on LinkedIn
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Families of clients with dementia can become paralyzed and avoid asking tough questions, hoping the answers will come in time — they won’t. Making financial and estate plans while the client still has some of their faculties will make things less stressful for all concerned when things devolve, which they always do. This is where an empathetic yet clear-eyed advisor can make a tremendous difference, writes Vanilla's Daniel Brockley, whose father and other family members have suffered from the affliction. #dementia #financialadvisors #estateplans https://lnkd.in/gMS9Ce9v
How financial advisors can serve clients diagnosed with dementia
financial-planning.com
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If there’s one thing advisors can agree on, it’s that they’d like to free up more time to talk with clients. AI tools from newly capital-infused Powder aim to help them do just that; check out the details. Also in today’s newsletter: LPL Financial snags Investment Advisors Financial Group, LLC., a family-run $1B, 22-member team, from Osaic. Plus: The demise of the Chevron doctrine could have a ripple effect that impacts the DOL’s new fiduciary rule and retirement advisors. #advisortech #recruiting #retirementadvice
An AI tool to reduce advisors' manual work; LPL snags $1B team; how the Chevron doctrine's demise could impact advisors
Financial Planning on LinkedIn
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Maybe it's because there was a large employer nearby. Perhaps a new sport had emerged. Or it could have been a personal struggle that translated into a professional opportunity. Whatever the reason, many financial advisors have taken the plunge into specialization and found taking the risk rewarding. And while generalists may worry they're leaving money on the table by sharpening their focus so drastically, those who have said they would never go back. With insights from Thomas Cook, CFP®, EA of Retire to Tellico; Lili Vasileff, CFP, MAFF, CDFA of Wealth Protection Management; Chad Holmes, CFP®, CPWA® of Formula Wealth; Rob Schultz, CFP®, CDFA® of NWF Advisory Services; Bryan Courchesne of Digital Asset Investment Management; Uziel Gomez, CFP®, AFC® of Primeros Financial; Cobin Soelberg, M.D., J.D. of Greeley Wealth Management; Daniel M. Kopp, MA, MS, CFP®, MQFP® of Wise Stewardship Financial Planning; Jay Zigmont, PhD, CFP® of Childfree Wealth; Matt Smith, CFA®, CFP® of Concert Financial Planning; Ed Snyder, CFP®, ChFC of Oaktree Financial Advisors; Megan Kopka, CFP®, RLP® of Apprise Wealth Management; and Kevin Estes of Scaled Finance. #financialplanning #nicheplanning #specialization
The rewards financial advisors find working with niche clients
financial-planning.com
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Alpha Capital Family Office is bringing on two advisors with $3 billion in assets. Alexandra Romeo Boyles and Will Coughlin previously worked together at Citi Private Bank but felt limited in how they could serve clients. At Alpha Capital, they said they are looking forward to providing enhanced service to ultrahigh net worth clients and shaping the firm as partners. #financialplanning #wealthmanagement #careermoves
Citi Private Bank duo brings $3B to Alpha Capital Family Office
financial-planning.com