With rate cuts still on the horizon, some advisors wonder if it’s time to look for returns beyond high-yield savings and money market accounts.

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

DB pension transfer activity increased ‘marginally’ in May – reversing a downward trend – with transfer values remaining stable, according to the latest XPS Pensions monthly transfer report. The rise in activity comes after April’s record low. XPS said the value of a typical transfer remained stable having fallen to its lowest point in six […]

The Consumer Duty Alliance is offering Financial Planners and adviser firms which are members a free version of Money Alive Office videos, including its new ‘Investment Risk’ and popular ‘Protect Yourself From Scams’ box sets. The investment risk box set is designed to work alongside an adviser’s risk profiling tool of choice. It is suitable […]

The Atlanta-based independent broker-dealer thinks some advisors will always feel ill at ease at big firms that keep getting bigger. That’s where it sees its opportunity.

SEC-registered investment advisors hit an all-time high in 2023 as assets under management also rebounded to stronger growth, according to the latest survey by Investment Adviser Association (IAA) and COMPLY.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it’s time for the risk score to be reined in.

There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder’s estate planning, according to the firm.