Rarely have all the stars aligned to shine on a profession and create an environment as favorable as the universe facing financial advisors today. The demographic and financial market dynamics ...

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 ...

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 ...

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, ...

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 ...

US stocks and gold are hurtling toward a fourth year of double-digit gains, rallies so exceptional that there have been few such episodes in history, according to Bank of America Corp. strategists.

The job outlook for personal financial advisors is promising. According to the Bureau of Labor Statistics, the number of advisory jobs is projected to grow 13% from 2022 to 2032, far outpacing the 3% ...

At the height of the Gilded Age, there were 4,047 millionaires in the U.S., according to an 18-month investigation by the long-gone New-York Tribune, which listed each by name in a special edition ...

The U.S. Supreme Court reinforced the Securities and Exchange Commission’s power to recover illegal profits in a case that centered on one of the agency’s most potent enforcement tools. The justices ...

Despite a worldwide pandemic, the investment advisor industry experienced record-breaking growth in 2020, growing to 14,000 Securities and Exchange Commission (SEC) registered investment advisers ...

Female advisors still make up somewhere around only a quarter of the financial advice industry, according to various sources like AdvizorPro and the Financial Industry Regulatory Authority. And that’s ...

A publicly-traded private credit fund managed by Goldman Sachs Group Inc. put two additional companies on non-accrual status in the first quarter, as the industry grapples with mounting concerns over ...