In|Vest West 2018 Direct

Ross Buckley is a scientia professor at UNSW Sydney. He is a board member of Australia's central bank and chairs the Digital Finance Advisory Panel of Australia's securities regulator. He has twice been a Fulbright Scholar, at Yale and Duke.

Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it all closely in the new year.

The Federal Open Market Committee cut the fed funds target again in December but signaled fewer cuts in 2025. There was some dissent. The markets are watching to see if the Federal Reserve pauses its easing cycle in January. Brian Rehling, head of global fixed-income strategy at Wells Fargo Investment Institute, recaps and parses the previous day's FOMC meeting and Fed Chair Jerome Powell's press conference.

Michael Bernier oversaw roughly $165 million in client assets at Canter Strategic Wealth Management, a firm with $300 million under management. Then he left to join LPL.

The battle over ESG investing is spreading in the Midwest, with the recent passage of an Ohio law and a decision by the Indiana Public Retirement System.

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.

AI-driven faux-emotional chatbots pose existential questions about the future of human financial advisors.

Christy Shadowens, MBA, Administrative Director at Connico, has extensive accounting and management experience for various industries. Christy and her team handle Connico's finance and accounting, human resources, and all administrative functions.

Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers' questioned firms' sweeps policies and regulators' basic authority.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?