Financial advisor news, market insights, and practice management essentials.
The emotional weight of financial planning stems from day-to-day decisions and long-term responsibilities.
Meanwhile, more experienced investors have a gloomier outlook and are most concerned with limiting losses.
Whether a client disregards advice, withholds information or is just plain rude, sometimes it’s better to cut ties than to keep hoping the relationship will turn around.
Independent RIAs allocate as much as 80% — or as little as 2% — to ETFs, a new AdvizorPro report found.
Intraday trading and other ETF features aren’t designed for 401(k)s, but mutual fund share classes could give ETF issuers an in. At least one shop has hopes for that.
After several funds from the startup Yieldstreet resulted in total losses, experts questioned the role of private investments in client portfolios.
Registered investment advisors reported 132 acquisitions in the first half of 2025.
With current valuations of small cap stocks so low, this could be a classic “buy low, sell high” scenario
With costs of living surging, some states fare better than others when it comes to retirement.
The industry isn’t sweating the new research as clients largely prefer bespoke plans from actual humans.
Advisors are helping quell tuition anxieties by including both parents and children in client meetings.
While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.
The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.
The Garden State is considering changes to rules regarding contractors and employees. Advisors don’t like it, a poll suggests.
Silver’s role as an inflation hedge, its industrial uses and a supply deficit have created strong tailwinds.
Some praised the move while others said alts in employee-sponsored retirement plans conflict with fiduciary standards and can harm clients.
The tech analyst said his taste in fashion mirrors his team’s out-of-the-box stock picking philosophy.
The most important decision for the business’s future is who will take over when the founder steps away.
There is growing demand for private market allocations, especially among less wealthy clients who historically haven’t had access to them.
As households combining three-plus generations become more common, advisors have an opportunity to address their needs.
