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 ...

My friend Kai Wu, host of “The Intangible Economy” podcast and manager of Sparkline Capital’s Intangible Value ETFs ITAN and DTAN, interviewed financial historian Edward Chancellor, who has spent a ...

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 ...

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 ...

The Covid-19 pandemic unleashed not only death and disruption but economic contradiction: a K-shaped recovery of haves and have-nots. Parts of the economy cratered while other parts, especially in ...

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 a cramped Manhattan apartment in late 2021, three young investment bankers often toiled into the wee morning hours, crunching away on spreadsheets and rearranging logos on slide decks, while one of ...

Annuity sales are booming. So are regulators' questions about how and why advisors recommend them. With U.S. annuity sales topping $107 billion during the first quarter of 2026, compliance experts say ...

There’s a concept in evolution called “punctuated equilibrium,” when long periods of stability and slow change are interrupted by cataclysms such as rising sea levels or mass extinction events that ...

Time, money and competition put pressure on RIA owners to be decisive, but taking action can be hard without assurances of success, and it can be reckless to act on gut instinct. To compete, advisors ...

When Financial Advisor magazine ran its first “Young Advisors to Watch” list 10 years ago, you could already see that attitudes about this industry were changing. There were probably some veterans ...

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 ...