Financial advisor news, market insights, and practice management essentials.
JPMorgan issues three of the top five active funds preferred by RIAs.
The retirement planning expert said the inclusion of crypto and private assets in 401(k)s raises both risks and return opportunities.
Real-asset investments can offer new opportunities, but they don’t act like traditional stocks and bonds.
It’s going to be a while before ETF share classes of mutual funds are commonplace, but many asset managers now have regulatory approval.
The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.
The collaboration reflects a broader trend of consolidating siloed investment processes into unified account frameworks.
Advocates are urging lawmakers to empower financial advisors and bankers to help protect clients from fraud or abuse.
The year’s mergers and acquisitions are off to the fastest start ever, and the size of firms being bought is trending upward.
Data from EBRI shows Americans fear they lack sufficient savings and worry about the stability of Social Security and Medicare.
As baby boomers flood the retirement ranks, advisors sharpen their asset distribution skills.
Industry consultants view the deal as a win-win for both firms and advisors.
Higher income from trading and assets under management helped the big firms’ profits soar during the first quarter.
The question isn’t whether AI should be part of financial decision-making, but what role human advisors will choose to play alongside it.
Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.
With so much enthusiasm for assets linked to the ever-expanding cosmos, it may be time for advisors to reach for the stars.
Retention often comes down to what services advisors provide and the kind of help clients actually feel like they’re getting.
Structured notes can help current and near-retirees that need ongoing growth, but they can’t afford high levels of risk.
The tool is a part of the company’s Portfolio Analytics system, alongside features like stress testing, healthcare cost projections and Social Security optimizations.
The asset class can play an important role in portfolios, she noted, but that doesn’t mean they’re vital in 401(k) plans.
The new product is the firm’s latest bet on the generative computing sector, after launching the flagship IVES fund in June.
