“To date, investors have been limited in the tools they have available in their efforts to protect their assets against inflation,” said Adam Patti, chief executive officer of IndexIQ. “With many forecasters believing that we are about to enter an extended period of greater inflationary pressures, we believe the time is right for a new approach to protecting wealth by seeking a real return at or above the rate of inflation. These two new funds offer a sophisticated approach to hedging the impact of a broad-based rise in price levels as measured by the Consumer Price Index.”
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From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.
September 18 -
In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
September 18 -
As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.
September 18 -
With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.
September 17 -
Brokerages applaud a new rule that will relieve them of the obligation to monitor advisors' side gigs such as driving for Uber or bartending. But regulators say they still have plenty of obligations to monitor outside business activities.
September 17 -
A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.
September 17









