FINTRX finds that new entrants to the space prefer bespoke equity and direct investment strategies over traditional fund structures.
LPL Financial's Jeremy Holly will unpack how connecting value, liquidity and succession can preserve enterprise value and future flexibility.
"These findings highlight where that influence is strongest and where the next generation may experience the largest transfer of wealth in the years ahead," said Matthew May of Acuity.
JD Power's 2026 credit card study finds 60% of US cardholders financially unhealthy amid fraud concerns and rising balances.
Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer
Equifax Q2 2026 data shows total consumer debt stabilizing at $18.25 trillion, with delinquency rates improving across mortgages, auto loans, and credit cards.
Advisors celebrate National Make a Will Month by describing how ongoing estate reviews and wealth transfer talks build trust and grow client relationships
Among Gen Z investors, 52% have redirected money originally intended for investing toward sports betting in the past year.
Half of small business owners want their company's success to fund generational wealth, says Guardian Life research.
New model portfolios give financial advisors flexibility to personalize client allocations while keeping expense ratios at a fraction of the industry average.
Nuveen's Brian Griggs on funding allocations, managing liquidity, and identifying which clients are truly ready for private assets.
Milind Mehere offers perspective on why ambient AI, not smarter models, will define the next decade of wealth tech.
Kalshi and Polymarket have moved from the fringes of finance into client conversations. Three advisors explain how they frame the risk before curiosity becomes a real position
A new Wealth Enhancement survey finds most US families struggle to teach financial literacy even as investment apps and digital tools multiply.
A new Morningstar study covering $29T in fund assets finds active managers improving short-term, but long-term results remain stubbornly discouraging.
Pittsburgh-based bank brings on two senior executives as it builds out dedicated advisory services for clients with complex financial needs.
President's threat comes a day after a judge froze the city's luxury property tax amid complaints from longtime homeowners.
As firms hand entry-level analysis tasks to AI, four practitioners share how they are making sure new advisors still develop the judgment that technology cannot replace
A $9.6 billion Seahawks sale, Mark Cuban's Athletics stake, and the Waltons buying into the Bulls have put the conversation in clients' inboxes — three advisors explain how to evaluate the opportunity.
Research reveals mounting financial pressure facing parents as rising prices, social pressure push budgets to the limit.
