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A new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred.
May 16
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When it comes to certain AI tools — like those for content creation — concerns over copyright infringement, bland outputs and more have led some financial advisors to eschew the technology.
May 16
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Gregory V. Kanarian is an investment strategist at Natixis Investment Managers Solutions, representing the firm's direct indexing and tax-managed strategies.
Prior to joining the investment strategies group he was a portfolio consultant at Natixis for 12 years. Previously, he was a portfolio consultant with Deutsche Bank and a financial planning associate with Pillar Financial Advisors. He is a CFA charterholder and is FINRA Series 7 and 66 licensed.
May 16
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Rulings from the Financial Industry Regulatory Authority included a $360,000-plus payout from JPMorgan, scrutiny of B. Riley operations and more in April.
May 16
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Also this week, Hightower invests in a large RIA and Bernstein names a new head of wealth management.
May 16
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LPL Financial is well known to advisors but not necessarily to their clients. A new ad campaign airing this weekend during PGA Championship coverage aims to change that.
May 15
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By agreeing to share taxpayer data at all, the Internal Revenue Service is taking an unprecedented step that breaks with longstanding assurances.
May 15
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Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.
May 15
