Financial advisor news, market insights, and practice management essentials.
Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.
New research has found a growing number of family offices and high-net-worth clients are kicking their traditional hedge funds to the curb.
Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.
The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.
‘Downtown’ Josh Brown is largely bullish on investments in artificial technology and tackles the segment’s future in a new book out this week.
FINRA enforcement cases plummeted last year, sliding to the lowest level in the agency’s history, which caught the eye of Elizabeth Warren.
Parents and family members are Gen Z’s No. 1 source for financial advice, even topping social media influencers.
The online brokerage has long relied on bank revenues, like cash-sweep programs, but executives are now leaning into wealth management.
Most financial advisors will have to start formally reporting suspicious money laundering activity by 2026.
Advisors have donated roughly $1.5 million to Trump and Republican groups compared to less than $400,000 to Harris and Democratic groups.
With the Fed primed to begin the next cutting cycle, advisors are looking for fresh places to park clients’ cash.
The funds that track the second-largest cryptocurrency were off to the races in late July, but have been stuck in the ether ever since.
While saving for retirement, women have less than a third the median assets as men and face unique challenges, according to a new survey.
The number of active ETF launches in the US has outpaced passive ETF product launches every year since 2020.
The shift highlights the growing footprint of traditional firms in the digital asset industry, and signals renewed confidence in crypto.
Peter Nobel is among a group of investors partnering with the wealth manager Cardea to create a rebranded firm Fourcore Capital.
Regulators are intensifying their focus on two financial institutions with the potential for fines stretching into the billions of dollars.
Authorities in Beijing have begun hiding daily investment data from foreign investors looking to gain insights into the market.
Legacy firms are recognizing the importance of crypto and diving deep into blockchain technology to help institutional investors.
A new exchange-traded fund that tracks a stock closely correlated to Bitcoin has just become the most volatile in the US.
