Financial advisor news, market insights, and practice management essentials.
Despite rain clouds in the economy, many of Wall Street’s biggest banks reported stellar earnings in the third quarter.
As more companies adopt AI, screening out businesses with significant environmental footprints could leave investors with fewer places to put their money.
Advisors increasingly offer private market assets to clients, despite having more concerns about them than ever.
When it comes to dealmaking, AI implementation and other factors could eventually replace assets under management as a primary arbiter of value.
More than half of those on weight-loss medications worry about choosing between paying for the drugs and their retirement, and many expect their advisors to guide them.
Younger advisors regard AI with hope and trepidation, but some note that AI can’t hold a client’s hand. Still, earning a 1% fee may require more in the future.
For many smaller firms, the announcement means finding a new custodian, a potentially disruptive process.
An office’s tech capabilities — or lack thereof — are causing more advisors to reconsider their firms’ merits, Cerulli found.
With how quickly ETFs are evolving, the industry may not be far off from packaging paintings, memorabilia and more in the wrapper.
There’s often a gap between what a stock award looks like on paper and what it means after withholding and taxes.
Healthcare breakthroughs are making longevity risk even more important to consider.
People often use unrealistic assumptions in planning and count the return of principal as income, not taking inflation into account.
The agency is proposing to allow performance-based compensation, to make interval funds more accessible and to change accredited investor standards.
When advisors venture beyond the biggest and most established funds, how do they decide which ETFs deserve a closer look?
The Social Security Claiming Act, if signed by the president, will change key language about claiming ages that advocates say is misleading.
With equity concentration at historic highs, alts can help manage risk and calibrate AI exposure, advisors said.
