Wealth Think

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.

Digital assets made their Super Bowl debut, but commercials focused on investor FOMO rather than education or security.

A full 98% of texts get read, as opposed to 25% open rate for emails.

Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.

Interest in ESG the desire for personalized investments make these accounts more and more attractive.

Major volatility in Bitcoin can fuel anxieties when investors don’t have the right context — and sometimes even when they do.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The discipline and drive SaVion Harris learned on the playing field is serving him and his financial planning clients well, he writes.