"The most likely outcomes are manageable," said Adrian Helfert, chief investment officer of multi-asset strategies at Westwood, as the markets and oil prices react to the escalating Iran war.
The latest PPI data could give the Fed “another reason to be more patient with rate cuts,” said Chris Zaccarelli of Northlight Asset Management.
Nearly half of advisors’ clients who intend to pass on their assets plan share a portion of their wealth during their lifetimes, according to new research.
“The acceleration of generative AI is foundational to how firms operate, compete, and serve clients,” said Germán Soto Sanchez, chief product and strategy officer at Broadridge Financial Solutions.
“If AI is to play a role in their business operations, advisors would do well to disclose where it is used," said John McKenna, senior analyst at Cerulli.
Major indices fell Monday following Trump's tariffs clash with the Supreme Court. “This adds a new layer of uncertainty to the tariff story,” says Michael Landsberg, chief investment officer at Landsberg Bennett Private Wealth Management.
“The pipeline continues to grow and we will see more announcements in the coming months,” said Tyler Vernon, managing principal at Merit Financial.
Abby Salameh will lead Mercer's New Jersey and greater Philadelphia markets, while Chris Walters will oversee the San Diego market.
Comedian Johnny Hilbrant, aka the PE guy, has taken aim at Chuck Failla, CEO of Sovereign Financial Group, in the goRIA podcast.
Altruist’s Hazel AI platform may have sent shockwaves through the industry this week, but fintechs say face-to-face interactions with advisors remain key.
