Financial advisor news, market insights, and practice management essentials.
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.
Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.
Oil prices are only part of the equation adding up to higher costs for American consumers, retirees included.
The new separately managed account is exclusive to Ritholtz clients, putting a significant emphasis on investment strategy.
The technology is rapidly evolving beyond back-office support.
The goal is less about attracting new clients and more about catering to existing ones, according to Citi head of wealth Andy Sieg.
The price increases come as the industry continues to shift from investment management to financial planning.
The plans offer lifelong protection with a cash value component that can provide liquidity along the way.
Our survival instincts lead us to protect our portfolios, but sometimes that’s easier said than done.
