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

Summers Urges Fed To Signal Four ‘22 Hikes To Regain Credibility

Signaling four hikes would show the public the determination of policy makers to stem inflation, Summers said.
Top Advisor At J.P. Morgan Files Injunction Against Her Own Firm's Private Bank

An advisor with a $1.1B book details client-poaching by JP Morgan Private Bank.
Nonprofit Warns Governors About BlackRock Retirement Funds' Chinese Investments

A watchdog also said that BlackRock's continued investment in China violates some of its ESG claims.

Inside the
current issue

Are Alternative Investments The Answer?
by David Sterman
With rising concerns about the aging bull market, these diversified assets are moving into the spotlight.
The Strangest Economy In Decades
by Evan Simonoff
The Fed is in a corner, and no one mentions a possible recession.
Reducing Degrees Of Separation
by Mitch Anthony
You can increase connectivity by asking questions.
Meet The Winners Of The Covid Challenge
by Steve Gresham
Post-pandemic market leaders are leveraging a reliable ally
Avoiding The Social Security Tax Torpedo
by Wade D. Pfau
Taxable income can generate a need to pay taxes on more of Social Security benefits.
Keeping An Eye On ILITs
by Joseph B. Darby III, Kimberly A. Furnald
It's time to revisit a common and popular estate planning tool.
Making LinkedIn Work For You
by Susan Theder
This platform is great for advisors seeking business owner clients.

A Growing Opportunity For Female Financial Advisors And Wealth Managers
By Jeremiah D. Desmarais
The future for female advisors is truly promising.
Brokerages Can Still Offer More Options Than Custodians
By Michael Nessim
Incorporating a brokerage model can be a better approach for clients seeking a wider range of investment options.
Is A College Education A Safe Investment?
By Romesh Ratnesar
Many of Democrats' higher education priorities were dropped from the Build Back Better legislation.

Bond Traders Know Where Fed's Hawkish Turn Will Lead
By Marcus Ashworth
Central bankers like Jerome Powell are no longer doves. Traders have seen this movie before.
Can The Fed Overcome Its Transitory Policy Mistake?
By Mohamed A. El-Erian
Key officials at the U.S. Federal Reserve have finally acknowledged they mischaracterized the inflationary surge.
Multi-Asset Income Reflections
By Michael Fredericks
Three surprising things will likely shape how we think about finding attractive income and returns in the next decade.
Powell's 'Transitory' Retreat Is Just the Beginning
By Mohamed A. El-Erian
The Fed chair finally retired a phrase that had become increasingly meaningless.
Will Omicron Lead To More Market Volatility?
By Brad McMillan
With the appearance of the Omicron variant of the Covid virus, stocks have pulled back.