My friend Kai Wu, host of “The Intangible Economy” podcast and manager of Sparkline Capital’s Intangible Value ETFs ITAN and DTAN, interviewed financial historian Edward Chancellor, who has spent a ...

For the first time, insurers ranked RIAs as the top distribution growth area for annuity sales, overtaking the channel of independent insurance agents. This is among the key findings in the fifth ...

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

The Covid-19 pandemic unleashed not only death and disruption but economic contradiction: a K-shaped recovery of haves and have-nots. Parts of the economy cratered while other parts, especially in ...

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 ...

Eighty-one percent of those in Generation Z and 82% of millennials said their financial planning needs improvement. In addition, 28% of Generation Z and 26% of millennials have received professional ...

In the future, will people have relationships with their financial advisors or with the advisors’ broker-dealers, custodians and other affiliated businesses? It’s an uncomfortable question. Clients ...

Companies looking to finance data center projects are increasingly turning to junk bond investors to help them raise billions of dollars, even for debt that is investment-grade. QTS Realty Trust Inc.

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 ...

Annuity sales are booming. So are regulators' questions about how and why advisors recommend them. With U.S. annuity sales topping $107 billion during the first quarter of 2026, compliance experts say ...

There’s a concept in evolution called “punctuated equilibrium,” when long periods of stability and slow change are interrupted by cataclysms such as rising sea levels or mass extinction events that ...

A college endowment is supposed to last forever, supporting students, professors and research in perpetuity. Instead, many cash-strapped schools are draining their nest eggs just to stay alive. Faced ...