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  1. home
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  3. Financial Planning Magazine

Financial Planning Magazine

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Financial Planning Magazine

09.08.2025

Steward Partners acquires $481M AUM Longbridge | Financial Planning

Steward Partners has acquired Ohio RIA Longbridge Wealth Advisors from Ameriprise.

Financial Planning Magazine

12.08.2025

Edward Jones' new household growth drops sharply in Q2 | Financial Planning

Even as Edward Jones expands its advisor force, the firm experienced a significant drop in net new client growth during the second quarter.

Financial Planning Magazine

12.08.2025

Posthumous AI avatars are here. Estate planning needs to adjust | Financial Planning

Artificial intelligence now allows for video avatars of real people to be created long after their deaths. Estate planning experts say clients who don't want this should spell this out now.

Financial Planning Magazine

12.08.2025

RBC NY market manager on recent advisor recruiting wins | Financial Planning

John Moran, New York complex manager for RBC Wealth Management, discusses the firm's success recruiting from rivals like UBS, JPMorgan and Morgan Stanley.

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