Financial advisor news, market insights, and practice management essentials.
Longtime manager Will Danoff hasn’t announced an exit, but two additional co-managers will handle a slice of the massive portfolio.
New research predicts just $17.5 trillion may transfer over the next two decades.
The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.
Clients can save by converting to Roth accounts, but they should consider current tax brackets and cash on hand, advisors said.
Previous bond declines mean clients can now earn an expected return above inflation.
Advisors are calling for an economic slowdown. The million-dollar question is how hard it will hit.
The North American Securities Administrators Association updated a rule that seeks to bar many broker-dealer reps from using the title.
An athlete’s income is generally earned quickly, and their careers can end just as fast.
Tariffs could be in effect for years to come and play havoc on portfolios in the coming months.
The round was led by State Street Global Advisors and will go toward building out Ethic’s accounts and model portfolios.
The precious metal has been riding high lately as equities have taken a tumble after the Trump administration’s sweeping tariffs.
More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.
Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.
The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.
The firm is nearing a dozen actively managed exchange-traded funds in its lineup.
Sellers are now able to get an even prettier penny when they offload their firms than just a year ago.
The deal will fuel industry consolidation and add roughly 2,900 independent advisors managing some $285 billion in assets to LPL’s ranks.
The proposed changes could lighten the load for the organization and make it easier for advisors to move on from previous offenses.
A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.
It doesn’t pay to be “Cold as Ice” toward international stocks and bonds, according to advisors.
