Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

Time, money and competition put pressure on RIA owners to be decisive, but taking action can be hard without assurances of success, and it can be reckless to act on gut instinct. To compete, advisors ...

Female advisors still make up somewhere around only a quarter of the financial advice industry, according to various sources like AdvizorPro and the Financial Industry Regulatory Authority. And that’s ...

I recently had the privilege to participate in a webinar held in conjunction with Financial Advisor magazine's Invest in Women Virtual event. The discussion gave me the opportunity to talk about one ...

The next generation of financial advisors is sending a clear message to employers: Invest in us. Students entering the profession want mentorship. They want meaningful work. They want a transparent ...

Only a tiny percentage of investors who contributed to their retirement plans are making catch-up contributions, according to new research from the Public Retirement Research Lab, a data tracker for ...

Nearly three-quarters of European consumers are cutting back spending on everyday items, including food, to make ends meet amid a worsening cost-of-living crisis. A new survey shows that 71% of ...

Wall Street got a reality check as a bruising selloff in several technology giants fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. The ...

Emphasis on charitable planning is increasing among wealthy investors. According to the 2026 Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI), 75% of ...