The healthcare affordability crisis is crushing everyone, but it has become downright calamitous for small businesses. Survey after survey after survey shows that employers expect healthcare costs to ...

Rarely have all the stars aligned to shine on a profession and create an environment as favorable as the universe facing financial advisors today. The demographic and financial market dynamics ...

Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.

In the future, will people have relationships with their financial advisors or with the advisors’ broker-dealers, custodians and other affiliated businesses? It’s an uncomfortable question. Clients ...

Female advisors still make up somewhere around only a quarter of the financial advice industry, according to various sources like AdvizorPro and the Financial Industry Regulatory Authority. And that’s ...

For a profession that is half a century old, the financial advice business is still troubled by certain frustrations. Near the top of that list is the fact that, unlike medicine and law, the ...

Quant hedge fund AQR Capital Management is quietly touting a product that can do something extraordinary and potentially divisive: help slash how much income tax its investors have to pay. While most ...

For some of your clients, the market’s nearly 600% gain since the global financial crisis of 2008 might have a downside: Chances are they are holding some heavily appreciated stocks that tip the ...

It’s been almost two years of sluggish markets and a rising regulatory menace, and it’s likely investment advisors would find themselves squeezed. The threat of new U.S. Department of Labor rules ...

Bonds of Sammons Financial Group fell to the lowest since they were issued in June after a report probed the life insurer’s connections to Mark Walter’s Guggenheim Partners. The company’s bonds due in ...