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, ...

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 ...

Correction: A previous version of this story misattributed a quote regarding Finra arbitration procedures to Valerie Mirko. The quote should have been attributed to Jennifer Shaw. The long-standing ...

EP Wealth Advisors, a fee-only RIA and financial planning firm overseeing more than $36 billion in assets, has acquired Better Money Decisions, a Santa Fe, N.M., firm with about $370 million assets ...

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 ...

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 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 ...