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A Trump trend for ETFs
ETFS MAR 10, 2025
A Trump trend for ETFs

A number of exchange-traded funds are popping up that aim either to invest politically or to find opportunities amid deregulation. Be careful, observers say.

By Emile Hallez
Americana Partners, Apella Wealth unveil strategic acquisitions
RIAS MAR 10, 2025
Americana Partners, Apella Wealth unveil strategic acquisitions

Americana is making its first foray outside the Lone Star State, while Apella welcomes another partner in New England.

By Leo Almazora
Taking women by the hand during tax season
TAX MAR 10, 2025
Taking women by the hand during tax season

Beacon Pointe partner and managing director Indya Yuill shares how to boost female clients' tax confidence, and how the work of tax planning can naturally create growth opportunities.

By Leo Almazora
House Freedom Caucus leader throws support behind SALT cap increase
TAX MAR 10, 2025
House Freedom Caucus leader throws support behind SALT cap increase

Much hoped-for changes, including a doubling of the deduction for joint filers, are set to be part of a Republican package renewing many of President Trump's first-term tax cuts.

By Bloomberg
Revealed: The best places to work for financial advisors in 2025
INDUSTRY NEWS MAR 10, 2025
Revealed: The best places to work for financial advisors in 2025

From flexible work options to a "zero-burnout" focus and support for employee diversity, these outstanding firms are scoring top marks on several fronts.

By Leo Almazora
The art of balancing risk and reward
ALTERNATIVES MAR 10, 2025
The art of balancing risk and reward

Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.

By Chris Davis
Scale of Trump ‘buyout’ plan means opportunity for advisors
RETIREMENT PLANNING MAR 10, 2025
Scale of Trump ‘buyout’ plan means opportunity for advisors

Who’s ready to step up and provide the expert federal retirement advice needed?

By Chris Davis
Wall Street strategists having second thoughts on lofty S&P 500 forecasts
EQUITIES MAR 10, 2025
Wall Street strategists having second thoughts on lofty S&P 500 forecasts

Not even three months into the year, stock market analysts at JPMorgan and other large banks are softening their convictions on the index hitting 6,500 before December.

By Bloomberg
Guiding the next generation
WOMEN ADVISOR COMMUNITY MAR 10, 2025
Guiding the next generation

To mark International Women’s History Month, five influential women in wealth explain their roles in fostering the next wave of talent.

Carson Group welcomes Envestnet alum Ramesh Vaswani
RIAS MAR 10, 2025
Carson Group welcomes Envestnet alum Ramesh Vaswani

The national RIA is leaning into its technology strategy by tapping Vaswani's more than 20 years of experience as Carson's new CTO.

By Leo Almazora
Social Security moves to dial up clawback rates to 100%
RETIREMENT PLANNING MAR 10, 2025
Social Security moves to dial up clawback rates to 100%

The Social Security Administration is going back to fully garnishing monthly benefits to recover overpayments, a move advocates say could cause "unnecessary harm" to some of the most vulnerable Americans.

By Leo Almazora
Robinhood has racked up penalties of more than $1M a day so far in 2025
FINTECH MAR 10, 2025
Robinhood has racked up penalties of more than $1M a day so far in 2025

Finra has hit the investing platform with another multi-million-dollar penalty.

By Steve Randall
Finances are top cause of burnout among Americans, despite crazy state of politics
INDUSTRY NEWS MAR 10, 2025
Finances are top cause of burnout among Americans, despite crazy state of politics

And younger generations are feeling the pressure of life more than most.

By Steve Randall
Morgan Stanley's Wilson warns of further 5% drop for S&P 500
INDUSTRY NEWS MAR 10, 2025
Morgan Stanley's Wilson warns of further 5% drop for S&P 500

Strategist says corporate earnings will be hit by tariffs, reduced spending.

By Bloomberg
Former Goldman Sachs banker Carney to become Canadian PM
INDUSTRY NEWS MAR 10, 2025
Former Goldman Sachs banker Carney to become Canadian PM

Investment and central banker vows to take on Trump.

By Bloomberg
Cboe to offer new way for investors to diversify from tech stocks
INDUSTRY NEWS MAR 10, 2025
Cboe to offer new way for investors to diversify from tech stocks

New options will launch in April to address concentration risk in portfolios.

By Bloomberg
Trump says TikTok deal could be done 'soon'
INDUSTRY NEWS MAR 10, 2025
Trump says TikTok deal could be done 'soon'

Four bidders are in the running to own video app's US business.

By Bloomberg
Asset consolidation: A key growth strategy for financial advisors
OPINION MAR 07, 2025
Asset consolidation: A key growth strategy for financial advisors

Rather than cold calling for new clients, advisors should explore opportunities to oversee a bigger chunk of their existing clients' wealth and income planning.

By Kristine McManus
401(k) plans have boosted workers' retirement readiness, ICI report finds
INDUSTRY NEWS MAR 07, 2025
401(k) plans have boosted workers' retirement readiness, ICI report finds

Joint snapshot research points to how menu design, auto-enrolment features, and decreasing fund fees help drive retirement savings success.

By Leo Almazora
Don’t bank on a sudden interest rate cut – Powell
INDUSTRY NEWS MAR 07, 2025
Don’t bank on a sudden interest rate cut – Powell

Federal Reserve stays cautious on rate cuts as economic uncertainty persists

By Matthew Sellers