Financial advisor news, market insights, and practice management essentials.
The trade war doesn’t look so bad for international markets (at least not yet), and the trend away from US stocks could benefit emerging markets…
As women’s overall assets increase, so does their desire for tailored financial guidance.
Investors’ wealth and enthusiasm for playing the markets is growing, so they’re taking a more hands-on approach.
New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.
CEO Josh Brown is investing in AI-powered lead generator FINNY, while director of research Michael Batnick is launching Exhibit A, a data visualization…
While equities have shined over the past two years, some advisors are sticking with the classic portfolio.
Advisors are increasingly using model portfolios to outsource asset allocations and spend more time on financial planning.
Digital asset fraud is among the greatest threats to retail investors, according to the North American Securities Administrators Association.
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…
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.
