DIY investing is now the norm but advisor says there is an opportunity for clients to provide life advice
Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial Group's Brett Bernstein, who believes generalists are paying the price.
Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, music royalties, litigation finance, and even Mississippi barges.
Last year's standout winners reflect on their triumph as the wealth industry gears up for another unforgettable night in New York City.
Harvard defies the White House. Trump freezes billions. Advisors tell families: keep saving.
Increased risk is inevitable, according to CEO of Schwab Asset Management.
As the new White House administration impacts the market, Richard Saperstein believes liquidity management is critical.
'It's an enviable dilemma having a lot of money in one stock, but it's a huge risk to their portfolios.'
There's no evidence a smart stock picker can outperform the benchmark consistently over many years, warns advisors.
Advisor voices hopes for negotiations, as opposed to more hardline retaliatory tariffs.
