Can generative AI fill the role of a financial planner? For advisors and investors alike, it’s…
Tag: Yahoo Finance Feed
Emerging markets investments discussed by Morningstar
In an industry known for its veritable alphabet soup of acronyms, the lower or even vanishing…
Psychedelic-assisted therapy and financial planning
Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some people…
Trump investment accounts join crowded field
Starting in 2025, every American newborn will receive a $1,000 government-funded investment account. The Trump administration…
Impact of House NCAA settlement on financial planning
Financial advisors’ business case for working with college athletes picked up a multibillion-dollar infusion last month…
RIA industry snapshot displays growth of wealth management
Registered investment advisory firms topped previous records in many key business metrics in 2024, with assets…
Why financial advisors chase certifications clients ignore
When it comes to professional certifications, there’s no shortage of niche options for financial advisors eager…
EBRI: High-earning Black Americans save less for retirement
For many Black Americans, even high-paying jobs aren’t enough to close the retirement savings gap with…
How advisors can reduce estate planning conflicts in 4 steps
Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack of…
Citizens: Parents compromise retirement over college costs
As tuition and room and board fees continue to rise, college sticker shock has parents reaching…
3 insights for financial advisors serving LGBTQ clients
When it comes to financial planning, no two clients are the same. Financial advisors say that’s…
Study: Vast majority of advisory owners lack succession plan
A new study highlights a significant flaw in wealth management firms’ recruitment and development strategies for…
Workers want annuities. Financial advisors aren’t sold
A vast majority of workers say that employers have a responsibility to help them achieve guaranteed…
EBRI: 85% of HSA savers aren’t investing their funds
Health savings accounts are a small but mighty tool when it comes to saving and investing…
5 lessons for retirement planning with transgender clients
Retirement planning with clients is never simply about the numbers, advisors say. That’s equally the case…
Tax savings for business owners hiring kids
Business owners who employ their children in a reasonable but limited capacity at their firms can…
Morningstar study sheds light on interval fund fees
Within the sales pitch for interval funds that open access to alternative assets like private credit,…