Investments

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

Demand from retail investors for the closed-off securities has boomed, with private markets now worth more than $13 trillion.

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

New offering would allow advisors to connect with more than 20 external asset managers.

With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet.

The "reverse churning" case highlights the regulatory gap investors can fall into when moving between brokerage and advisory relationships.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

Fund managers are betting that nuclear energy, an area traditionally off-bounds for investors with environmental mandates, is set to make a comeback.