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Dollar slips, bonds gain ahead of expected Fed cut
NEWS INDUSTRY NEWS SEP 16, 2024
Dollar slips, bonds gain ahead of expected Fed cut

But traders are undecided on how big the rate cut will be.

Why Fed cut won't make much difference to homeowners
NEWS INDUSTRY NEWS SEP 16, 2024
Why Fed cut won't make much difference to homeowners

Former Trump economist says lenders have priced in cuts already.

1 in 8 retirees may resume working next year
NEWS RETIREMENT PLANNING SEP 13, 2024
1 in 8 retirees may resume working next year

As phased retirement and "unretirement" become normal, working past the traditional retirement age of 65 helps with finances and can help slow cognitive decline.

By Emile Hallez
Improve engagement by making clients feel smarter
NEWS PRACTICE MANAGEMENT SEP 13, 2024
Improve engagement by making clients feel smarter

Being "a chameleon" and using scales and metaphors also go a long way, advisors say.

By Josh Welsh
SEC bars advisor who claimed he managed “trillions” for clients
NEWS REGULATION AND LEGISLATION SEP 13, 2024
SEC bars advisor who claimed he managed “trillions” for clients

In reality, the firm managed less than $25 million, according to the SEC.

By Bruce Kelly
'We let advisors create their own adventure'
NEWS INDUSTRY NEWS SEP 13, 2024
'We let advisors create their own adventure'

Future Proof CEO Matt Middleton reflects on the event's rapid growth as it prepares to welcome around 4,500 professionals to Huntington Beach.

By James Burton
Financial advisors tweaking bond portfolios as rate cuts approach
NEWS FIXED INCOME SEP 13, 2024
Financial advisors tweaking bond portfolios as rate cuts approach

Wealth managers are adding protection and modifying duration as the Fed prepares to cut rates.

By Gregg Greenberg
Celebrating clients' net-worth milestones
NEWS PRACTICE MANAGEMENT SEP 13, 2024
Celebrating clients' net-worth milestones

George Acheampong, the founder of Melanin Money, has an ambitious goal – to reduce the racial wealth gap by $100 billion.

By Chris Davis
Authenticity leads to genuine connections
NEWS PRACTICE MANAGEMENT SEP 13, 2024
Authenticity leads to genuine connections

Josh Bannerman refuses to adopt a different persona online and has grown his practice through social media and engaging content.

By Chris Davis
BlackRock's 'surround sound' model
NEWS PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

By Chris Davis
Finding value in distressed investing
NEWS ALTERNATIVES SEP 13, 2024
Finding value in distressed investing

Segment one of the last remaining parts of the markets where you can find inefficient pricing says advisor.

By Chris Davis
Putting down business roots
NEWS PRACTICE MANAGEMENT SEP 13, 2024
Putting down business roots

Amy Irvine reflects on the challenges of starting her own business.

Sowell selects Tifin to supercharge client acquisition
NEWS FINTECH SEP 13, 2024
Sowell selects Tifin to supercharge client acquisition

Strengthening their years-long connection, the strategic partnership will give the Arkansas-based RIA access to fresh insights to drive asset growth.

By Leo Almazora
Erisa at 50: Retirement leaders reflect on what it got right, and wrong
NEWS REGULATION AND LEGISLATION SEP 13, 2024
Erisa at 50: Retirement leaders reflect on what it got right, and wrong

Many workers still don't participate in plans or contribute enough to their accounts, and a former DOL leader says she wishes IRAs were looped into the Employee Retirement Income Security Act.

By Emile Hallez
Does more AI use mean more clients? Think again
NEWS FINTECH SEP 13, 2024
Does more AI use mean more clients? Think again

Experts warn that despite AI’s ability to scale, it doesn’t replace the human, emotional relationship with clients.

By Josh Welsh
Going beyond DEI. How to 'Lead Bigger' by leveraging inclusion
NEWS PRACTICE MANAGEMENT SEP 13, 2024
Going beyond DEI. How to 'Lead Bigger' by leveraging inclusion

In her new book 'Lead Bigger,' former AT&T executive Ann Chow explains how today's leader can leverage inclusion to grow their business.

By Gregg Greenberg
Raymond James lands $360M team from LPL
NEWS BROKER DEALERS SEP 13, 2024
Raymond James lands $360M team from LPL

The latest hires catering to business owners and family offices are joining its independent employee division, Raymond James Advisor Select, in Mississipi.

By Leo Almazora
Russell Investments hires Goldman Sachs exec to head up alts
NEWS INDUSTRY NEWS SEP 13, 2024
Russell Investments hires Goldman Sachs exec to head up alts

Leader will help advance the firm’s alternatives strategy.

By Steve Randall
Total US homeowner equity reached $17.6T in the second quarter
NEWS INDUSTRY NEWS SEP 13, 2024
Total US homeowner equity reached $17.6T in the second quarter

But the average homeowner saw year-over-year increase decrease.

By Steve Randall
Focus Financial, CAIS expand relationship to scale alternative investments offerings
NEWS INDUSTRY NEWS SEP 13, 2024
Focus Financial, CAIS expand relationship to scale alternative investments offerings

The firms have been working together for more than a decade.

By Steve Randall