John Manganaro

Schwab Advisor Services and the Charles Schwab Foundation have announced enhancements to their Registered Investment Advisor Talent Advantage Student

A paper by Stephen Horan, executive editor of CFP Board's Financial Planning Review , explores the impact of withdrawal frequency on investment outcomes, challenging the common belief that more frequent, smaller withdrawals better control risks. Using Monte Carlo simulations, Horan, also an associate professor at the University of North Carolina Wilmington, found that withdrawal rates, volatility and taxes play a more significant role in positive outcomes than the frequency of withdrawals.

The firm says it will be transparent with advisors in the program as any decisions are made.

Tifin Give, a philanthropic planning platform, has introduced a service that helps donors create personalized public campaigns to encourage friends, families and communities to join them in supporting causes they care about.

What You Need To Know The annual technology competition seeks to spotlight promising new firms and new tools created by established players.

RFG Advisory, the hybrid RIA platform, has set an internal recruiting record as 2024 nears its end, with the firm adding over $600 million in new assets from recently onboarded advisors.

Daffy and Betterment have announced an integration that will allow Betterment customers to easily donate low-cost-basis securities to more than 1.5 million U.S. charities through Daffy's donor-advised fund.

The end of each year brings many tax planning opportunities for financial advisors and their clients, according to Jeff Levine, Kitces.com's lead

Bank of America Private Bank has recruited a pair of high-net-worth specialist wealth advisors from Citi Private Bank.

The strategy offers both big promise and big regulatory questions that remain to be answered.