Financial advisor news, market insights, and practice management essentials.
While advisors tend to feel confident that clients won’t leave them, there’s still a fair bit of, let’s say, tension.
Instead of replacing core equity exposure, buffer funds may work better as substitutes for part of a portfolio’s fixed-income allocation.
Survey data and advisors’ anecdotal experience show an emerging interest among younger generations in values-based investing.
Retirement planning is much more dynamic than a decade ago, and financial advisors are rewriting the playbook.
The issue isn’t the number. It’s the lens being used to arrive at it.
Before advisors start building out their tech stacks, they first need to ask themselves what they want to solve.
Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.
The agency has delayed dozens of filings and is currently seeking public comment.
New technologies can help advisors serve more clients, and one day help address wealth inequality … hopefully.
Organizers are focusing on peer-to-peer connections and practical education amid a sea of industry events competing for advisors’ attention.
Many investors deploy sophisticated strategies (that will likely underperform) while leaving the low-hanging fruit to rot.
The initiative is just the latest in the alternative space as asset managers, record keepers, and even politicians do all they can to introduce the public to private markets.
Announcements by two of the leading turnkey asset management platforms this week are clear moves towards open-architecture systems.
When data has become a more precious resource than oil, many wealth managers are wondering why they would want less.
OpenAI unveiled a new suite of personal finance tools last week, but how helpful they will be is still up for debate.
The affiliate model itself is nothing new, but it’s novel for a custodian.
An advisor’s role doesn’t end after an inheritance.
