Rarely have all the stars aligned to shine on a profession and create an environment as favorable as the universe facing financial advisors today. The demographic and financial market dynamics ...

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, ...

The world can remain stuck in place for a decade and change more in one year than the past 10. The 2020 pandemic served as an accelerant for all the major trends influencing the RIA business for the ...

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 ...

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 ...

Almost 50% of investors say social media impacts whom they hire as a financial professional and 33% report they seek financial advice online, according to a new survey from Hartford Funds. In fact, 20 ...

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 ...

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 ...