Much as observers predicted strong returns for domestic small-cap value and the energy sector ahead of Trump's first term, the same enthusiastic assumptions this time around may be too simplistic, panelists at the Charles Schwab Impact conference said.
“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”
The firm has welcomed additions from UBS, Baird, and other firms while establishing a new base for its Midwestern expansion.
Report says firms risk restricted growth unless they elevate their offerings.
Agency says investors believed they were backing loans to NFL players.
Two new offerings, aimed at newer advisors and their firms, extend the company's mission to bridge the RIA training gap.
Survey research breaks down anxieties around debt inheritance, with nearly half of respondents anticipating their loved ones will end up owing $10,000 to $30,000 after they die.
Federal securities agency confirms official timing of his resignation, recounts record of reforms and enforcement actions.
New report gathers insights and sentiment from US advisors.
Last year saw more action taken than the nine-year historical average.
Latest stats show an increase in the number and wealth of US billionaires.
The current and future CEOs, Walt Bettinger and Rick Wurster, offer guidance for independent advisors, with Wurster hinting at more access to crypto and more lending services.
The two firms' updates, launched separately, promise to give advisors added flexibility with new SMA strategies and an advanced UMA framework.
While results of the deal won’t be seen for years, RIAs remain optimistic about the opportunities it presents for the space.
“There’s a substantial demand by advisors to get into that client referral program," one industry executive noted.
Survey finds donors who build philanthropic war chests into their annual budgets have been more generous and more responsive to disaster relief efforts.
In its inaugural Rising Stars report, InvestmentNews recognizes new-generation professionals who've distinguished themselves with passion and a relentless commitment to growth.
The strategic deal forms a new $350 million Carson Wealth location in Minnesota while showcasing its model for advisor growth and succession planning.
Amid a low-tax environment and an incoming presidential administration, retirement planning guru Ed Slott gives advice ahead of 2025.
It's the RIA firm's third acquisition so far in 2024.
