Financial advisor news, market insights, and practice management essentials.
Wealth managers have reservations on whether the next chair will remain independent of political influence.
The firm expects Big Tech’s dominance to level out, with smaller companies that are utilizing AI starting to gain more investor interest.
JPMorgan consumer and community banking CEO Marianne Lake said costs may climb about 9% next year, partly because of incentive compensation.
High employer matching rates and a booming stock market have pushed retirement balances to record highs.
Many of those same investors are also overly confident in their financial knowledge, according to FINRA.
Even if protecting clients from downside means giving up some upside, Ocean Park is willing to make the trade.
While some advisors are sounding the alarm, others are making sense of the market rally.
The world’s largest asset manager is caught in the crossfire between critics who say it’s pushing ESG too aggressively, and those who insist it’s not doing nearly enough.
The company, which is still new to the category, sees the case for buffer and defined-outcome ETFs growing as more people near retirement.
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.
