Cash has clout again and suddenly financial advisors have real decisions to make about the excess funds in their client accounts.
IPOs like Instacart, Klaviyo and Arm Holdings may be struggling to sustain their post-debut gains, but they're still sparking conversations between advisors and clients.
Clients are increasingly worried about retirement prospects and the level of financial security they can achieve during their golden years.
Brahim's 'leadership has been felt at all levels of the association,' says the 2023 FPA president, James Lee.
A Thrivent survey finds 53% of respondents would take a job working harder and longer hours to make and save more over making less money, but having more free time to do what they love.
Economy remains resilient despite interest-rate hikes, and mortgages are very cheap right now, says John Kerschner.
'We really hit a wall at the end of July, and that's when the market really put in its year-to-date highs,' says Lisa Shalett.
Report shows financial challenges could reduce US workers' retirement savings by up to 37% over the coming years.
With Treasury yields so elevated, it’s easy to understand why financial advisors are funneling excess client money into good old government bonds.
The M2SD designation was launched in November 2022. Will advisors gravitate to it like they have the CFP and other titles?
