Although still a minority within the financial advisor industry, women are gradually gaining ground—and changing the business in the process.
Long readAlthough still a minority within the financial advisor industry, women are gradually gaining ground—and changing the business in the process.
Long readMerrill Lynch’s Krystal Julius says the personal challenges she and other members of her team have faced help them connect with clients.
Long readCreative Planning’s Molly Rothove specializes in helping clients set up trusts as a way of transferring wealth to younger generations.
Long readUBS’ Emily Rubin feared her reserved personality would hinder her ability to woo clients. But she discovered other ways to build a thriving practice.
Long readFinancial planning for LGBTQ+ clients can require extra steps, including “bulletproofing” estate plans, according to Joseph Hahn of J.P. Morgan Wealth Management.
Long readDave Ramsey’s endorsements of a time-share exit service did not make clear that he was being paid millions of dollars by the company, according to the lawsuit.
3 minA Harris Poll finds more than half of respondents are spending on luxury items, even as they skimp on essentials.
Long readDespite widespread market losses, U.S. savers stayed on track last year, according to a new report from Vanguard.
1 minLong dedicated to driving awareness of the profession to attract younger and more diverse applicants, Healy offers practical tips for advisors looking to hire new talent.
Long readAs inflation moderates, next year's expected cost-of-living adjustment for retirees is getting smaller and smaller.
1 minA Cerulli Associates report found that 58% of people in retirement and preparing for retirement said their top concern was outliving their assets.
2 minMillions of Americans are experiencing dangerous air conditions this week because of wildfires in Canada. How to protect your house.
Long readStudents with federal student loans can expect to resume payments in September or October.
4 minAdvisors can use practices drawn from behavioral finance and traditional therapy to guide clients toward their best financial future.
4 minIf you want to use tax losses from individual equities or mutual funds to offset gains elsewhere, it is key to use an accounting system that allows you to specify which shares can be sold.
Long readThe total wealth of the world’s high-net-worth class decreased by 3.6% to $83 trillion in 2022, the biggest drop in more than a decade, according to a new report by Capgemini.
2 minFor much of the last three years, banks could feel pretty good about their loan books—but as worries of a weakening economy mount, cracks in the health of bank borrowers are starting to show.
3 minProperty-tax increases have been relatively muted in recent years, but they are starting to rise faster again in some municipalities as homes are reassessed.
Long readWhen bond prices go down, yields go up. The 10-year Treasury note now yields 3.8%, up from a recent low of just over 3.3%.
2 minLocal governments rely on federal revenue, and any U.S. default or reduction in government aid would hit certain muni bonds.
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