Judge Dismisses Class Action Lawsuit Against Yuga Labs Naming Celebrities Who Promoted Bored Ape Yacht Club NFTsOctober 6, 2025
Steve McQueen’s granddaughter files lawsuit over $68m Jackson Pollock painting – The Art NewspaperOctober 6, 2025
Morgan Stanley recruits from Merrill, Fifth Third from TIAA Financial Planning November 9, 2024 A trio of advisors overseeing roughly $1.5 billion at Merrill has jumped over to Morgan Stanley. Morgan Stanley has brought…
ERISA rules in Morgan Stanley deferred compensation case Financial Planning November 9, 2024 A federal judge’s ruling this week is likely moving Morgan Stanley and other wealth managers closer to having to pay…
Weekend Reading For Financial Planners (November 9–10) Financial Planning November 9, 2024 Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that…
Ask an Advisor: How do I use LinkedIn for my career? Financial Planning November 8, 2024 Welcome back to “Ask an Advisor,” the advice column where real financial professionals answer questions from real people. The topic…
How to Invest $1 Million in Passive Retirement Income – WiserAdvisor Financial Planning November 8, 2024 Is a million dollars enough to retire? It can be, but what you do with that money is just as…
Software providers react to Kitces’ AI warnings Financial Planning November 8, 2024 New developments in AI for the wealth management industry hold great promise, but one of those promises has leaders more…
Portfolio allocations to personal freedoms: Post-election client concerns Financial Planning November 7, 2024 While the fate of the U.S. House of Representatives remains uncertain, what is clear the day after Election Day is…
Vanguard settles target-date fund investor case Financial Planning November 7, 2024 Vanguard agreed to pay $40 million to settle a potential class-action case over steep capital-gains taxes that hit thousands of…
Advisors share tips on helping neurodivergent clients Financial Planning November 7, 2024 When Desi Wyatt left a stable corporate job to become a financial planner in 2006, he was not planning for…
Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients Financial Planning November 7, 2024 In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling…
