Financial advisor news, market insights, and practice management essentials.
The CFP Board presented four possible scenarios on how AI will impact wealth managers in the year 2030.
The way advisors communicate retirement outcomes can dramatically improve client optimism.
New tax laws including the One Big Beautiful Bill Act present novel risks and opportunities when filing next year’s tax returns.
PE will continue to dominate, but medium-sized sellers may fill in the gaps.
Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.
Financial advisors learn to love the turnkey solutions with customizable options.
The most significant benefits went to savers with bigger balances and higher contribution rates.
Crypto’s exclusion further highlights the complete 180 Paul Atkins’s SEC has done on multiple issues from the previous administration.
Thin margins are one reason, but the shutdowns don’t necessarily spell the end of automated advice.
The recordkeeper said third-party fintech platforms used by advisors to access clients’ 401(k)s create security risks.
Outside of some high-net-worth clients’ portfolios, tokenized assets are not yet the norm among advisors.
Clients are utilizing, on average, less than half of the average services their firms offer.
The company’s chief investment strategist warned policy moves can take months or years to ripple through the broader economy.
Portfolios with a mix of domestic and foreign stocks could be a more optimal way of diversifying than holding bonds, regardless of age, research suggests.
While older investors might not be as tuned into prediction markets, some in the wealth industry fear they’re a growing threat to next-generation clients.
Moore may be an industry veteran, but he has some innovative ideas for the association and its members.
Investors have bought and sold more than $17 billion in private company shares using the platform.
Women, near-retirees and younger retirees reported the largest drops in confidence, highlighting a growing need for highly personalized planning and education.
10-figure families now hold sports investments in higher regard than other luxury assets, like fine art and classic cars.
