Financial advisor news, market insights, and practice management essentials.
The changing of the guard is proof that retail and advised clients, with much longer time horizons, are prioritizing low-cost passive funds.
Rise Growth Partners backed a $5.7 billion fee-only registered investment advisor this week and is already in talks to land future deals.
A handful of advisors are carving out a niche among young clients who are creating lucrative careers online.
Can artificial intelligence reshape an industry that prides itself on building trusted relationships with clients?
A Vanguard report found buffer funds exhibit a negative skew in returns over time, leaving plenty of money on the table.
Low confidence could stem from many Americans not seeking out advice — professional or otherwise — according to a Thrivent study.
While it’s hard to imagine the impact of the disaster, advisors are making sure clients weather both immediate and long-term needs.
The advisor workforce is expected to decline 0.2% annually through 2034, according to a report by McKinsey & Co.
Advisors are bearish on crypto, but alternative coin ETFs may not be the products they’re looking for, experts said.
New ETF launches are hitting record highs and often face steep competition in a crowded marketplace.
Large pockets of the financial industry are still embracing flexible work schedules — especially independent firms.
SEC filings reveal Robinhood’s plans to offer an affordable robo-advisor that’s on par with the competitors.
The organization dedicated to financial planning will engage an outside firm to help search for a replacement.
The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.
It’s such a priority for younger clients that they’re often more likely to switch advisors after major life events.
Investors are wondering if the current geopolitical landscape may open up new opportunities north of the border.
The markets may not have priced in tariff threats, but diversifying exposures sure can help.
The asset manager said the largest price reduction in its history could save investors more than $350 million this year alone.
Alternative investments aren’t just a plaything for institutional and the world’s richest investors anymore, according to new research.
The AI boom may be just getting started, but new competitors are making it harder to pick the ultimate winners.
