Financial advisor news, market insights, and practice management essentials.
The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.
The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.
The past two years haven’t been too kind to Wall Street comp plans, but that might be changing as bonuses make a comeback.
More than 30 asset managers are asking regulators for permission to offer mutual fund share classes that can fit into retirement accounts.
With the Great Wealth Transfer in full swing, advisors need to be ready for younger clients who are more mobile, according to a survey.
The Shariah-compliant robo-advisor Wahed Invest allegedly violated advertising rules and agreed to a $250,000 fine.
The markets reacted positively to a second Trump term, but financial advisors are still sorting out the impacts.
The California firm appointed George Stephan to the new position of Global COO of Wealth Management Alternatives.
ETFs have steadily chipped away at market share of the almighty mutual fund, but the wrapper still has room to grow.
BlackRock’s iShares Bitcoin Trust ETF is riding Election Day momentum and took in record inflows last week.
More women are planning for retirement, which hasn’t always been the case and could open up new clients to financial advisors.
“Stagflation” has wreaked havoc on the economy in the past. While it has been an empty threat recently, it still needs to be considered.
Securities and Exchange Commission Chairman Gary Gensler is likely to resign from his position at the agency before his term is up.
The deal is the latest example of major investments into the RIA space, with much of the funding coming from private equity.
Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.
Most advisors agree that elections have little impact on markets, but that’s not stopping investors from bracing their portfolios.
Through its white label platform, the bank hopes to be a dominant force in Europe’s growing active ETF market.
A new law under the Secure 2.0 Act will allow unused savings from 529 education investment funds to be transferred to a Roth IRA tax-free.
The CEO of Dynasty Financial Partners landed new funding from top financial services firms as a hurricane barreled down on his Florida home.
Wealth managers are getting held-away crypto assets in-house through ETFs and separately managed accounts.
