Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Time, money and competition put pressure on RIA owners to be decisive, but taking action can be hard without assurances of success, and it can be reckless to act on gut instinct. To compete, advisors ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

Only a tiny percentage of investors who contributed to their retirement plans are making catch-up contributions, according to new research from the Public Retirement Research Lab, a data tracker for ...

The next generation of financial advisors is sending a clear message to employers: Invest in us. Students entering the profession want mentorship. They want meaningful work. They want a transparent ...

Wall Street got a reality check as a bruising selloff in several technology giants fueled concern the artificial-intelligence frenzy that has powered the equity bull market might be overblown. The ...

Taxes never feel so burdensome as during tax season, which runs for another month in 2026. And if you happen to live in Oregon, you may be feeling that burden more than most. Oregon has the highest ...

Emphasis on charitable planning is increasing among wealthy investors. According to the 2026 Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI), 75% of ...

Although the year-end “giving season” has come and gone, donor-advised funds (sometimes called “DAFs”) remain more popular than ever for charitable giving and investing, primarily because they are ...

The great inflation shock of the 2020s, which helped bring President Donald Trump back to power, is in the rearview mirror now. But the hangover is all around. Shoppers have been forced to get used to ...

Nine large U.S. lenders made “inappropriate distinctions” among certain customers, the Office of the Comptroller of the Currency said Wednesday, a finding that falls in line with President Donald ...

No matter how valid the reasons are for parents to financially assist their adult children, there’s little question that it can cause them to delay or even abandon their retirement plans, advisors say ...