Financial advisor news, market insights, and practice management essentials.
Advisors tend to work with lawyers for their estate planning needs, but digital platforms can help expand those services to more clients.
More than half of US adults think inflation will increase this year and that’s more than double those who expect prices to come down, according to Northwestern Mutual.
Advisors play a critical role in what could become a life-changing decision for clients — starting a life in a new country.
Market penetration for customer relationship management software has fallen more than 10% in the past two years, according to a new survey.
As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.
Wealth managers are sifting through the rhetoric and focusing on financial planning.
The agency asked pointed questions about the new exchange-traded fund just hours after its launch last week.
It’s the first significant move under new CEO Rich Steinmeier, who took over from longtime chief executive Dan Arnold in October.
Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.
The Department of Labor was granted a 60-day pause by a federal judge to review its appeal in two court cases.
Firms are building up their tech stacks with AI, according to a survey from Advisor360. They’re also expanding the C-suites.
Never underestimate the all-too-human instinct to believe anything we want.
The Bybit cyberattack is dredging up familiar questions about the suitability of digital assets inside client portfolios.
The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing.
Ellevest plans to focus on its private wealth management and financial planning business lines going forward.
The agency’s first settlement suggests that it may have shifted focus squarely onto investment advisors.
Defiance ETFs filed for an active fund that will track stocks expected to benefit from President Donald Trump’s administration.
More than two-thirds of women report being their households’ primary decision-makers regarding financial investment choices.
The next frontier for private credit may be the mass market where fund managers are launching new products, like exchange-traded funds.
The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.
