Research from CFP Board and Empathy suggests many Americans hide everyday cost stress and delay legacy planning, creating blind spots advisors may need to surface.

The unfolding battle to secure Hormuz underscores the speed at which geopolitical risks can cascade through financial markets ...

Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.

The quarterly outlook highlights that asset allocation decisions will increasingly be shaped by geopolitical developments, ...

Investors flipped 297,045 single-family homes and condominiums in 2025, a 3.9% decline from the previous year and marked the ...

Good news for advisors. U.S. household net worth hit a record $184.1 trillion in the fourth quarter, according to Federal ...

Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group.

And that goes for the market’s Magnificent Seven just as much as pop music’s Fab Four. In 2025, the average return for members of the “Magnificent Seven,” an informal term for the septet of mega-cap ...

The Iran war has been rattling the markets for almost three weeks now. For their part, financial advisors have been spending a lot of those days calming anxious clients about their retirement plans.

Callan Family Office is also expanding its advisory bench through the addition of the team from Clarity Family Offices, based in Ada, Michigan, and focusing on ultra-wealthy families and single family ...

Roger Roemmich worked at Dempsey Lord Smith from 2016 to 2020, moved to Alexander Capital, and then resigned last year.

TAMP's total Series C funding reaches $80.5M as the Wall Street giant joins Apollo, BlackRock and JPMorgan as minority investors.