Financial advisor news, market insights, and practice management essentials.
Despite some minor risks, the American economy and markets are far from being in decline, according to the investment bank.
Shipping clients off to Texas or Florida, where there are no income taxes, is far from the first option advisors consider.
It’s not impossible to get much of the upside of stocks without the downside. (Of course, there’s a caveat.)
The companies will match advisors with retail clients and compete with similar programs from Fidelity and Charles Schwab.
Morgan Stanley expects further growth for the funds despite possible interest rate cuts.
The head start and greater financial confidence is translating to more younger clients for advisors.
Momentum continues among advisors, who are diversifying portfolios beyond public stocks and bonds.
If this year proved that ETFs can house almost any asset class, next year will be about putting them to good use.
The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.
As financial advice spreads online like wildfire, the agency opened a public comment period.
Some 42% of advisors now expect a less healthy economy in 2026, the highest reading all year, according to a recent survey.
Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.
Low profit margins and scalability likely contributed to Schwab’s decision to close its premium robo tier.
Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.
Advisors tend to be more financially secure than most Americans, and have the means to help out their communities.
The firm isn’t fully convinced of crypto’s place in portfolios, with one executive likening it to a ‘digital Labubu.’
Asset managers ranked access to alternative investments as advisors’ top interest. Advisors placed it third to last.
