Most advisors see double-digit upside for the S&P 500 next year, as well as risks of a correction, at least two Fed cuts, and geopolitical uncertainty.
Financial planning body claims the second year of more than 10,000 CFP candidates as another proof point showing the value of CFP certification.
The firm is also looking to grow offshore services in key hubs including California and Houston over the next 12 to 18 months.
CFP Board survey shows most clients still confident in hitting long- and short-term goals despite an unsettled economy and policy backdrop
Advisors not only assist clients with their stock portfolios, but their real estate decisions as well. Here's what some are saying about buying a new home in 2026.
Households are increasingly consolidating, with one third now relying on a single firm for investing and savings.
The philanthropic pledge to give young Americans an investing headstart raises fresh questions around tax-advantaged saving for RIAs.
The bipartisan measure, co-authored in the Senate by Elizabeth Warren and approved by President Donald Trump, clears numerous hurdles that held taxpayers back from challenging the tax agency.
Quotient Wealth Partners' co-CEO speaks out on his RIA firm's pivot into private equity comp planning, how investments by Schwab and Morgan Stanley mark a turning point, and why advisors diving in should prepare to play the long game.
Outsourcers devote 63% of their time on client-facing activities and predominantly work with clients that have less than $2 million in investable assets, according to Cerulli.
Women in the US are facing greater financial and career pressures compared to their male peers, according to two new surveys.
Online survey finds donor-advised funds and charitable budgeting sparked greater giving to disaster relief and essential programs amid the federal government shutdown.
Wealth managers often have to create holistic financial plans without having all a client's assets under their management. This is how they do it.
A global poll finds most asset owners, managers foresee rises in sustainable asset allocations.
Household familiarity with investment products climbs to 85%, fueling new growth paths for managers.
Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families protect and transfer their wealth, says Gene Farrell, CEO of Vanilla.
The trick is to get affluent clients thinking beyond retirement income and wealth building, according to new research.
Leaders at Siebert Financial discuss how AI has supercharged marketing outcomes and compliance capacity – while still keeping humans in the loop.
Rafael Loureiro tells InvestmentNews that technology is democratizing estate planning.
The drop in Bitcoin prices over the past month has wealth managers answering client questions about their strategy for this risky asset.
