Advisor Technology

Since the financial advisor's resignation last month, 20 clients, representing $35 million in assets, have transferred or are in the process of transferring their accounts to Morgan Stanley, according to JPMorgan.

Most working Americans plan to rely on Social Security as their primary source of retirement income, followed by a 401(k), but side hustles will also play a key role across generations.

Wayne-Sanderson Farms, which works with over 2,000 family farms that produce nearly a billion chickens a year, now has access to Vestwell's Group of Plans retirement solution—making it easier and more cost-effective for farmers to save for the future.

The industry nonprofit has launched a Financial Planning Hall of Fame to honor financial planners, academics and policymakers who have advanced the profession in "meaningful and enduring ways."

A third of Americans don't believe retiring in their current location makes financial sense, which is why Nationwide Financial Research's new data can help advisors offer specific financial guidance to those in the Northeast, Midwest, West and the South.

Both brokerage firms moved a customer's uninvested cash from a brokerage account into an interest-bearing account, violating the Advisers Act, according to the Securities and Exchange Commission.