Planning organizations including CFP Board and the FPA support updating the SEC’s small-entity yardstick while pressing for an employee-based standard.
Alyssa Quinlan's 25-year professional and leadership record includes a blend of fine art credentials and Wall Street training at JPMorgan Chase and Citi.
Bernstein Private Wealth is taking an intentional approach to mentorship, sponsorship, and leave policies as women move into control of trillions in assets.
Big banks and watchdogs are racing to catch up as the action on prediction platforms blurs lines between market intelligence and personal bets.
Study shows investors planning to fund higher active ETF exposure by trimming mutual funds, while also signaling strong interest in private equity and private credit ETFs.
Analysis finds scale and sweep‑balance edge position firms such as Schwab and LPL to benefit as AI boosts advisor capacity and trims costs.
Move aims to bundle semi-liquid private markets into everyday portfolio workflows while Envestnet handles research, trading and rebalancing behind the scenes.
Advisors should expect some curve balls as new deductions, delayed withholding changes, and later filing patterns shape this year’s returns.
Survey data point to a disconnect between women’s engagement with money and their sense of readiness for aging, caregiving, and long-term planning.
FUSE research survey shows elevated concern over fiscal policy, trade disruptions, market volatility, and recession risks.
