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Inflation is the major focus of market watchers thanks to a host of unique and unfamiliar circumstances that include record government stimulus spending.
Advisory firms are moving to adopt AI tools to achieve their growth objectives, but it’s not easy, partly because firms lack the data connectivity that’s needed for AI to operate efficiently.
With just a few clicks, an adviser can submit a task on behalf of a client, something that would otherwise require extensive knowledge and time-consuming coordination between various operational teams.
When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important.
Autism comes with challenges in a business that centers on relationships, but it often linked with an extreme interest in topics people are passionate about.
New research involving patients with aggressive blood cancer found a 53% higher survival rate over 12 months linked with financial planning intervention, as well as help from nurses and pharmacists who helped identify assistance programs.
President Joe Biden's plan is designed to boost IRS funding to lower the tax gap and raise $700 billion over 10 years.
Tax planning has become an urgent topic following President Joe Biden's proposal aimed at high earners and wealthy investors.
Hype from retail and institutional investors on digital assets isn’t enough to sway skeptical advisers who are weighing the risk and reward of crypto before adding the asset class to clients' portfolios.
Last year, the 25 largest independent broker-dealers reported $26.6 billion in revenue, an increase of 4.3% from 2019. Although financial results were far from spectacular, growth at leading IBDs last year was resilient in the face of the Covid-19 pandemic and the havoc it caused for the broader stock market.
Even for the earliest proponents of sustainable investing, its sudden spike in popularity is surprising, but satisfying.
Fintech platforms are helping to ensure customers not only understand what diversification means, but also how it can help them build a more balanced portfolio.
The GameStop trading frenzy taught inexperienced investors the wrong lessons about investing, drawing new attention to the financial literacy threat America has faced for years.
During her first three years on the commission, Peirce was part of a Republican majority. With the likely confirmation of Gary Gensler as SEC chair, Democrats will have the edge.
Annuities are one of the leading recommendations for near retirees who are concerned about running out of money. But they are also poorly understood by many consumers, and that puts people at risk for being sold inappropriate products in amounts that represent an outsize proportion of their savings.
When to claim Social Security is the top question for new retirees.
Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
Small-business owners across industries who are nearing retirement have said they are worried about their financial security.
Special purpose acquisition companies, or SPACs, have been all the rage for the past 12 months, but will the fever outlast the pandemic?
Financial advisers are embracing a more virtual form of communicating with clients and colleagues to the point where most don’t expect to ever go back to sitting behind a desk in a traditional office.
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