Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

The Center of Influence for Financial Advisors and RIAs - Click Here

Top News

Natixis Managers See Bright Spots In The Economic Gloom

The housing and labor markets are giving mixed signals about how bad a recession would be, they said.
Are Alternative Investments Good For Retail Investors?

A number of vehicles are trying to attract individual clients, but there are risks.
Dow 40,000 Possible In 12 To 18 Months, Hennessy Says

The 2023 investment outlook is rosier than fears of recession let on, this fund manager says.

Latest Issue Cover

Current Issue Past Issues

Inside the
current issue

The NextGen Boom: Are You Ready?
by Ben Mattlin
Clients born after 1980 are becoming increasingly important to the financial services industry...
Prospering Profession Faces Talent Shortage
by Evan Simonoff
Advisors at Schwab Impact realized they are living in a new world.
5 Tactics To Improve Your Marketing ROI
by Susan Theder
Marketing can be stressful, but if you choose a strategy and you're consistent, you can see a return on your investment.
Learning Clients' Biographies
by Mitch Anthony
Your clients have a story. Find out what it is before you start building a financial picture for them.
Five Ways To Strengthen Family Ties
by Hannah Shaw Grove
What are the benefits of having a family foundation?
Goodbye, 2022
by Steve Gresham
What did we do in 2022 other than hate it?
Fintech Pivots To Prepare For An M&A-Laden Future
by Christopher Robbins
More mergers means there's going to be more clashes between advisors' favorite tech stacks.

Expert Views

Retirement On The Eve Of Destruction
By Steve Gresham
Forget “disruption”, three big forces are moving faster than companies
Proving Residency In A Low-Tax State To State Auditors
By Kathleen Braica
This is how clients can beat skeptical state taxmen.
That Blockbuster Alzheimer's Drug? It's Not A Cure
By Lisa Jarvis
Lecanemab is clearly a scientific breakthrough, but it's hard to quantify how meaningful it might be for any given patient.
Financial Psychology More Important Than Ever In Retirement Planning
By Emily Koochel
Financial psychology plays an increasingly important role in engaging and motivating clients to reach their goals.
Myths And Realities About Investing
By Bryce Sanders
Here are some myths and realities about investing that clients should understand.

More Expert Views

Latest Top Lists

Investment Perspectives

Why Dan Fuss Sees U.S.-China Showdown Driving A Decade Of Inflation
By Evan Simonoff
A clash need not be a "shooting war" to destabilize the global economy, he said.
Powell And The Markets Talk Past Each Other
By Mohamed A. El-Erian
The Fed needs the markets to help it bring down high inflation, but they tend to hear only what they want to hear.
Alt Investments Offer Protection In Volatile Market
By Michael Weisz
When markets are volatile, alternative investments can offer you protection and peace of mind.
10 Myths and Realities About Investing
By Bryce Sanders
Investing often looks easy, but people should go in with their eyes open.
T. Rowe Price: Conventional Investing Wisdom Could Be Wrong. Will Disruptors Be Disrupted?
By Evan Simonoff
The asset manager sees a possible powerful shift to value.

More Investment Perspectives

On The move

More On The Move

View More