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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.
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.
CE Quiz - Financial Planning
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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.
LGBTQ financial planning for second Trump administration
Nov 22, 2024 · President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
IRS and Social Security rules for IRA bridge strategy | Financial …
Nov 7, 2024 · Working while receiving Social Security benefits doesn't pay dividends before the full retirement age. In fact, it's quite the opposite, according to the SSA. If the client is younger than full ...
Medicare premiums quickly outpace Social Security COLA
Nov 13, 2024 · The math is straightforward. In 2024, the average monthly Social Security check for a retired worker was about $1,900. Then subtract this year's standard Part B premium — $174.70 — and you're ...