The Elder Planning Specialist Program is a 10-week online program that helps financial planners to meet the needs of aging clients.
Now that I bond mania has eased along with the rate of inflation, last year’s investors need to decide if they want to continue with their I bond commitment, increase it or look elsewhere for yield.
The outspoken critic of ESG investing plans to leverage that message on the campaign trail.
The artificial intelligence software, which became an internet phenomenon in recent months, generates text, images and other media in response to a short prompt.
While the legislation provides an attractive option for families who end up not needing the money in a 529 plan, it's not clear how many will be eligible to use it.
The service aims to help RIAs and breakaways with organizational structure, compensation and entity design.
Fidelity Charitable distributed $11.2 billion in donor-recommended grants last year, nearly $1 billion, or 9%, more than in 2021.
Clients are being advised to build up their cash positions, reduce equity risk and load up on high-quality fixed income.
Laidlaw & Co., with eight branch offices and 75 registered reps, was fined $200,000, according to Finra.
Fullerton, California-based Walker Wealth manages $301 million in assets.
According to a Bloomberg survey, most respondents are optimistic they’ll move closer to their retirement goal by ending 2023 with more in retirement savings than at the end of 2022.
If a surviving spouse is collecting their own Social Security retirement or disability benefit when their spouse dies, or is not yet collecting Social Security, they will have to apply for survivor benefits.
Advisors find themselves challenged to support clients who are about to start relying on their portfolio for income. Protective explains why they should look to guaranteed income.
What the numbers say about advisory jobs in a potential downturn, according to an InvestmentNews Research analysis of Bureau of Labor Statistics data.
As long as wealth management firms can continue to attract and retain knowledgeable and empathetic individuals, financial advisors should always have a job.
Perfection is impossible for a data migration of this magnitude, but Schwab’s leadership is ready to tackle any technical hiccups on the field.
Two types of worrisome trends emerge in the app landscape that financial advisors must watch out for.
The SEC has proposed using swing pricing and a hard close for share purchases to protect investors during market meltdowns. Critics warn changes could ruin mutual funds.
A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.
South Dakota-based Reinke Gray Wealth Management is the first to join NewEdge using the new model.
