Career Advantage

Jan 18, 2025

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Career Advantage

Q&A

AI Will Wipe Out 80% of Financial Planning Business, Advisor Predicts

By Jane Wollman Rusoff

The biggest firms will use data aggregation to swallow the middle market, Thomas Goodson says.

News

New RIA Platform Promises Better Compliance and Lower Advisor Costs

By John Manganaro

Features of RIA Out of the Box include privileged legal services and ongoing startup support.

News

Morgan Stanley Profit Doubles to $3.7B

By Hannah Levitt

In wealth management, net new assets fell just shy of estimates, though revenue topped expectations.

News

Integrated Partners Adds $1B Retirement Firm in San Diego

By John Manganaro

RetirementDNA specializes in serving retirement plans and delivering executive benefits.

News

Wells Fargo Shares Rise on Cost Cuts

By Yizhu Wang and Hannah Levitt

Efficiency will continue to be an area of focus in 2025, the bank's CFO says.

News

New Raymond James Program Seeks to Support Tampa Bay Education

By Dinah Wisenberg Brin

The firm has committed $7.5 million to nonprofits that support success within and outside the classroom.

Resources

A Guide to Regulatory Compliance: Avoid Fines and Stay Ahead

Sponsored by: Morningstar, Inc.

Regulatory fines are becoming more frequent for financial firms due to compliance failures. This guide will help ensure your compliance efforts are up to date to avoid costly fines.

ON DEMAND

The Future of HNW Success: 2025 Investment and Planning Trends

Sponsored by Orion

Join our expert panel to gain actionable insights into how the HNW and UHNW markets are evolving and what it means for your practice.

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