Wealth managers discuss how they are calming increasingly anxious clients.
The president may be the same as he was before, but circumstances are different this time around – and there are some lessons from the first term, advisors said.
Using AI for tax and estate planning will enable advisors to spend more time with clients, Andrew Altfest says.
Financial advisors often have to deal with tech execs and their concentrated portfolios. Here's what they say about their experiences.
Trump administration tariffs on Mexico and Canada shocked the market, but advisors remain nonplussed for now.
The yellow metal is shining brightly, hitting new record highs and drawing interest from advisory clients.
Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.
Chinese startup that upended AI market suffered outages as interest surged.
A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.
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.
While promising to halt offshore wind projects, open up wild lands for drilling, and cull incentives for electric vehicles, Trump's first round of actions may not necessarily boost energy companies or hold back renewables, observers said.
RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.
The VIX, or so called "fear index," is shifting higher with increased market volatility, causing wealth managers to ready themselves for anxious client calls.
Larger-than-expected jump in nonfarm payrolls accelerates Treasury selloff as traders slash bets for Federal Reserve rate cuts.
It’s the second straight year that Blackstone has launched a new fund in the alternative investment space and had a hit right off the bat.
Wall Street may not be expecting an S&P 500 "three-peat" victory in 2025, but that does not mean they are not bullish.
The asset management giant took third place for overall flows last year as it tapped into a divisive debate on how to play US stocks.
Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.
Wealth managers are not giving up on private equity heading into the new year, even as publicly traded stocks soar.
