IFP Advisors Sells Off 395,000 First Trust Enhanced Short Maturity ETF (FTSM) Shares Worth $23.7 Million
Sold 395,379 shares, with an estimated $23.66 million net position decrease Represents a trade of approximately 0.6116% of fund AUM ...
Wednesday, May 6, 2026
Tag: advisors
More advisors decreasing client digital asset allocations
Between this month and November, more advisors are either decreasing or staying put with their digital assets allocations, including bitcoin.Processing ...
SEC alert provides advisors with marketing rule guidance
Despite the Trump administration's generally lighter approach to regulation, a recently issued "risk alert" shows the SEC remains intent on ...
401(k) advisors warm up to alts, with one notable exception
In the months since President Donald Trump ordered a review of ERISA fiduciary guidelines aimed at expanding access to alternative ...
How asset location fuels financial advisors’ value to clients
Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a ...
Suit accuses JPMorgan of steering Black advisors to poorer areas
JPMorgan is being sued by two former financial advisors who claim the bank discriminated against them as Black women by ...
Top tax stories of 2025 for financial advisors
The One Big Beautiful Bill Act will be rippling across financial plans for years to come, but that giant tax ...
Why financial advisors struggle with ultrawealthy clients
Wealth managers are often cautioned to not try to be all things to all clients. But when it comes to ...
Holiday greeting strategies for financial advisors
For financial advisors, there are few times in the year when it's appropriate to just "pop in" to someone's inbox ...
Dana Investment Advisors No. 1 workplace for money managers
Dana Investment Advisors CEO Mark Mirsberger is happy to see his firm top Financial Planning's Best Workplaces in Money Management ...
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