Financial Planning

What's Next for the CFP Board Under New Leadership?
Financial Management What's Next for the CFP Board Under New Leadership?

In the intricate world of personal finance where trust is the most valuable currency, the stewardship of its most recognized standard-setting body is of paramount importance to both professionals and the public they serve. The Certified Financial Planner Board of Standards has signaled its

Kestra Boosts Advisor Planning With New Hire and Tech Partnership
Financial Management Kestra Boosts Advisor Planning With New Hire and Tech Partnership

In a financial landscape where the complexity of client needs is growing exponentially, wealth management firms are facing increasing pressure to provide not just advice but also deeply specialized, forward-thinking strategies. Kestra Financial has responded to this industry-wide challenge by

Lennar Sells Multifamily Arm to Focus on Homebuilding
Strategic Management Lennar Sells Multifamily Arm to Focus on Homebuilding

In a decisive move that signals a significant strategic recalibration, homebuilding giant Lennar Corporation has announced the sale of a majority stake in its multifamily development arm, Quarterra, to the global alternative asset firm TPG Real Estate. This landmark transaction, which leaves Lennar

What Is the Three-Step Plan to Save Iran?
Strategic Management What Is the Three-Step Plan to Save Iran?

A nation with a legacy stretching back to the dawn of civilization, whose ancient Persian Empire once stood as a global superpower, now finds its people grappling with an economic reality where their currency has become nearly worthless confetti. The widespread discontent across Iran stems not just

How Will Cerity's $1.4B Merger Impact Austin Wealth?
Financial Management How Will Cerity's $1.4B Merger Impact Austin Wealth?

In a significant consolidation move that underscores the growing importance of Texas's capital in the national financial scene, New York-based Registered Investment Advisor (RIA) Cerity Partners has officially merged with Austin Private Wealth. The transaction, which closed at the end of the

What’s Fueling the Great Adviser Migration?
Financial Management What’s Fueling the Great Adviser Migration?

The financial advisory landscape is being redrawn by a powerful current of change, as experienced professionals and entire firms are increasingly on the move in a strategic realignment that is reshaping the very structure of wealth management. This migration is not a chaotic exodus but a calculated

Loading

Subscribe to our weekly news digest.

Join now and become a part of our fast-growing community.

Invalid Email Address
Thanks for Subscribing!
We'll be sending you our best soon!
Something went wrong, please try again later