Financial advisor news, market insights, and practice management essentials.
The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.
Low-cost funds can come with tradeoffs when it means owning the losers right alongside the winners.
Just because companies may be given the choice of reporting results only twice a year doesn’t mean all will do so.
Leveraged funds are drawing massive inflows.
While new challenges to growth may arise, America’s national spirit has been one of its most surprising superpowers
Companies are staying private longer, sparking interest in opportunities beyond the public markets.
Advisors said the newsletter platform lets them write directly to their target audience.
People are not only living longer but healthier, possibly depleting any inheritance they planned to leave for their heirs.
Wealth managers are keeping an optimistic, but realistic, outlook for the second half of the year.
With investor interest in tech heating up, the new fund undercuts Invesco’s fees by almost half.
Artificial intelligence tools are helping clients become better consumers of financial advice. But there are risks.
About 70% of videos received an average or lower grade for accuracy and educational value, according to a recent study.
A new report from Morningstar found that the drivers of investor interest have shifted noticeably over the past year.
Nearly two thirds of Americans have encountered fraud or know someone who has in the past three years, according to the CFP Board.
Health insurance headaches are among the potential problems with climbing off the career ladder temporarily.
Acquirers want firms with strong organic growth and next-generation leaders in place.
Advisors at RIAs ranked at the bottom of the spectrum, netting a median of $175,000 last year.
The six portfolios will be made of ETFs and interval funds managed by Apollo, Franklin Tempelton and JPMorgan.
