Beneficiary RMD math turns on death date and required beginning date
A 2026 death gives a non-eligible designated beneficiary a 10-year window running 2027 through 2036.
Recruiting scoreboard: Charles Schwab leads August asset growth among public wealth firms
Month-end client assets, net new assets, advisor counts and recruited assets for Charles Schwab, Raymond James and Stifel, from each firm's own SEC filings.
Raymond James names Kirk Bell to lead independent contractor unit
Bell starts April 1, 2027, and Raymond James also named Scott Curtis COO and said Tarek Helal becomes chief strategy officer.
Osaic adds $576M Stifel book; founder's daughter cites succession help
Kintra hires a $355 million Commonwealth practice, and Merrill raises its 2027 growth award to $7.5 million in revenue.
Zocks AI tools reach LPL's more than 32,000 advisers
Founders Financial Securities adds the tools to its TRU Enterprise OS technology suite for all member partners.
Nevis raises $70M Series B with Schwab and EQT backing
Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
Some advisors find outside assets near 20% of client wealth
WealthManagement.com says legacy annuities and equity compensation may be reviewed less often outside advisory relationships.
Roth conversion arithmetic favors paying tax from taxable assets
A Journal of Financial Planning paper runs a $100,000 conversion at 25% to show what the payment source does to the Roth balance.