Now at Raymond James, Ex-Charles Schwab advisor Lynette Ancona is suing her former firm for "treating younger male employees more favorably than older females."

Financial Planning Magazine

08.05.2025

Advisor confidence rebounds slightly from all-time lows | Financial Planning

Financial advisors' overall confidence remains low in May, according to the latest FACO survey. Confidence in practice performance, however, remains positive.

Financial Planning Magazine

08.05.2025

The AI split: Half of firms embrace the tech, while half hesitate | Financial Planning

Artificial intelligence-based tools are being adopted in some form by half of wealth management firms, an Arizent study on AI shows.

Financial Planning Magazine

08.05.2025

How wealth firms do revenue sharing in 2025 | Financial Planning

Explore how nine of the largest wealth management firms accept revenue sharing payments from mutual fund and ETF issuers based on client investments in 2025

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Ex-Schwab advisor sues over age, sex discrimination | Financial Planning

Advisor confidence rebounds slightly from all-time lows | Financial Planning

The AI split: Half of firms embrace the tech, while half hesitate | Financial Planning

How wealth firms do revenue sharing in 2025 | Financial Planning

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