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Fueled by the rise of artificial intelligence and its associated infrastructure, many technology ETFs have experienced phenomenal growth.
April 10 -
The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.
April 10 -
The Citi wealth head calls for caution even though the market's "peak shock" may have passed.
April 10 -
Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.
April 10
Wealth Teams Alliance -
Goldman Sachs, Bank of America, Wells Fargo and Truist are facing pressure from ISS, Glass Lewis and SOC Investment Group over their 2024 pay packages.
April 10 -
States can now adopt a model rule that will prevent brokers from holding themselves out to the public as "advisors" or "advisers."
April 9 -
As the on-and-off-again tariffs roil markets, a guide for financial advisors who need to manage both investments and clients.
April 9 -
The first wave of layoffs and others in the works will reduce enforcement. But the smaller ranks will still carry out "a rather grueling examination," an expert says.
April 9 -
A 10% duty will stay in place for most countries as the president praised dozens of countries that did not impose retaliatory tariffs of their own.
April 9 -
Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.
April 9 -
Social media offers a pool of potential clients to advisory firms, but most planners struggle to connect with younger audiences.
April 9 -
Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.
April 8 -
A house on Alaska Avenue in Cincinnati's Avondale neighborhood is central to one planner's protests over HUD's possible clawback of 78 grants.
April 8 -
As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.
April 8 -
Internal Revenue Service employees are being offered a last chance for a voluntary buyout as the Supreme Court blocked a ruling requiring the IRS to rehire workers.
April 8 -
House Freedom Caucus Chairman Andy Harris says he is open to the creation of a new 40% tax bracket for those earning $1 million or more, lending credence to an idea Republicans are considering as a way to offset some new tax cuts.
April 8 -
Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.
April 8 -
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
April 8 -
From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.
April 8
IRALOGIX -
Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.
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