Financial advisor news, market insights, and practice management essentials.
Schwab’s Women Investors Survey showed Millennials invested the most — and were the most likely to enjoy it.
Companies that were longtime holdouts on ETFs are expanding into the category, even as the SEC contemplates approval of dual share classes.
Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.
Advisors need to embrace social media, podcasting, and client testimonials if they want to reach Gen Z clients, marketing experts say.
Some 80% of Americans are skeptical of the investment and saving information they find on social media.
It’s been a sweet-and-sour first half for the markets, but advisors expect the second half to be a whole lot tastier.
Fees and returns are important to advisors, but so are branding and customer service.
Fidelity’s Q1 2025 report found that Americans are putting income into their 401(k)s at record rates.
Despite a pullback in May, the speed of the rally took even longtime gold watchers by surprise.
Most children of HNW clients plan to switch advisors within two years of an inheritance.
The major Wall Street firms plan to lay off hundreds of workers in June.
The fund, based on Ives’ proprietary research, targets companies leading the charge in robotics, semiconductor chips, retail products, and more.
While the idea isn’t exactly new, the accounts are designed to help parents prepare for their children’s financial futures.
Spot Bitcoin ETFs garnered inflows of nearly $9.6B over roughly the past five weeks, according to Morningstar Direct data.
Just under 16,000 RIA firms employed more than 1 million non-clerical workers managing a total of $144.6 trillion in assets.
Crypto is still new territory for plenty of advisors, but ETFs are making it easier for investors to gain exposure.
The regulator nixed Biden-era guidance that discouraged 401(k) plans from including crypto and other digital assets.
The move would increase its advisor workforce by 2%, outpacing the industry average growth rate of 0.3%.
The vehicles have seen $427 billion in inflows, outpacing the roughly $301 billion from last year, per Morningstar.
The research found the traditional view of 2% annual growth in GDP isn’t likely to pan out.
