Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.
Commodity investments were among the biggest winners in 2024, but advisors remain wary of owning them in client portfolios.
An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.
Experts say RIAs better keep a close eye on their communications, as well as cybersecurity, in the coming year.
Younger generations are increasingly hiring advisors based on digital marketing rather than referrals, a recent study found.
RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.
A massive retirement wave is hitting the financial advisor industry and that's causing RIA valuations, and anxiety, to rise.
The VIX, or so called "fear index," is shifting higher with increased market volatility, causing wealth managers to ready themselves for anxious client calls.
America added more jobs than expected in December. Likewise, RIA firms plan to step up hiring in the coming months.
Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.